Shonali Pinon

UK Economist, Bank of America
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
FXB short +1.2%
Worst Calls
No live losers yet
Most Mentioned
GBP ×1
FXB ×1
Recent Calls
FXB short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +1.2% Long Return - Short Return +1.2%
Average Return
7d +0.4%
30d +0.9%
90d +1.0%
Result
Result
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Side
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Thesis
Theme
Source
FXB Invesco ... Invesco CurrencySha...
Short
Feb 17
$130.41
+1.2%
UK unemployment ticked up to 5.2% (vs 5.1% exp) and wage growth cooled to 4.2% (vs 4.6% exp). The "sticky inflation" narrative in the UK is breaking due to labor market weakness. This forces the Bank of England's hand. Markets moved to price an ~80% chance of a March cut. Lower yields = Higher Bond Prices (Gilts) and a weaker currency (Pound). LONG UK Government Bonds (Gilts) to capture the yield compression; SHORT Sterling as the yield differential narrows against the USD. Inflation data (CPI) tomorrow surprises to the upside, forcing the BoE to hold.
UK unemployment ticked up to 5.2% (vs 5.1% exp) and wage growth cooled to 4.2% (vs 4.6% exp). The "sticky inflation" narrative in the UK is breaking due to labor market weakness. This forces the Bank of England's hand. Markets moved to price an ~80% chance of a March cut. Lower yields = Higher Bond Prices (Gilts) and a weaker currency (Pound). LONG UK Government Bonds (Gilts) to capture the yield compression; SHORT Sterling as the yield differential narrows against the USD. Inflation data (CPI) tomorrow surprises to the upside, forcing the BoE to hold.
Macro
YOUTUBE
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