HALISTER1: GBP Rates Vol Grid Flattens as Top-Left Performs Ahead of BOE

GBP Rates Vol Grid Flattens as Top-Left Performs Ahead of BOE

(Bloomberg) -- GBP vol grid flattens ahead of BOE rate-cut expectations, Bloomberg strategist Tanvir Sandhu writes; see chart here.
  • GBP top-left outperforms grid with 3m1y implied vol +0.08bp/day at 2.10bp/day (see swaption spreadsheet here)
  • See analysis here indicating potential flattening of the vol grid
    • Sonia MPC-dated forwards currently pricing 100% probability of a 25bp cut this week, assuming 4.7bps Sonia-base rate corridor
    • Carney already said some easing will be needed over summer with balance of risks identified to the downside
  • NOTE: Tanvir Sandhu is an interest-rate and derivatives strategist who writes for First Word. The observations he makes are his own and are not intended as investment advice.
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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