Currencies February 24, 2026

Pound dips as Bank of England policymakers prepare to testify to MPs

Markets parse testimony from four BoE rate setters ahead of potential March easing as money markets price a large chance of a cut

By Nina Shah
Pound dips as Bank of England policymakers prepare to testify to MPs

The British pound slipped marginally on Tuesday as four Bank of England rate setters readied themselves for parliamentary testimony. Traders were watching for any signals that could affect the probability of a 25 basis point rate cut in March, with markets currently pricing an 80% chance. Comments from Governor Andrew Bailey were flagged as potentially decisive for market pricing.

Key Points

  • Four Bank of England rate setters were due to give parliamentary testimony, signalling markets were seeking guidance on the likelihood of a March rate cut. (Affected sectors: currency markets, money markets, fixed income.)
  • Sterling traded at 1.3491 versus the U.S. dollar (down 0.0003 or 0.02%) and at 0.8732 versus the euro (down 0.0006 or 0.07%). (Affected sectors: FX desks, corporate treasuries.)
  • Markets were pricing an 80% probability of a 25 basis point cut in March; ING flagged that Governor Bailey's comments could shift expectations toward more than 50 basis points of easing this year. (Affected sectors: money markets, bond markets, financial institutions.)

The British pound moved slightly lower on Tuesday as four members of the Bank of England's rate-setting group prepared to appear before parliament, with market participants focused on whether testimony could alter expectations for a possible March rate reduction.

At 11:36 GMT the pound was quoted at 1.3491 against the U.S. dollar, down 0.0003 points, or 0.02%. Against the euro, sterling changed hands at 0.8732, slipping 0.0006 points, or 0.07%.

Among the rate-setters, Alan Taylor is identified with a dovish position and is already voting in favour of a cut. In contrast, Huw Pill is described as holding a hawkish view and looks likely to continue dissenting against easing this year. Megan Greene is also characterised as hawkish and, based on the information provided, appears unlikely to alter that stance in the near term.

Observers highlighted Governor Andrew Bailey as a pivotal figure for the March decision. If Bailey signals that he has seen sufficient evidence to support a March rate cut, money-market pricing could firm around the current odds. At present, markets are pricing in an 80% probability of a 25 basis point reduction.

ING analysts noted that Bailey's remarks could prompt traders to consider the possibility of more than 50 basis points of Bank of England easing over the course of the year. Separate currency measures remained relatively contained: EUR/GBP traded inside a narrow band between 0.8720 and 0.8745, and ING retains a bias toward 0.8800 for the pair.

In sum, the market reaction on Tuesday was muted but attentive, with FX positioning and money-market probabilities sensitive to any clear directional signals from the bank's leadership during parliamentary testimony.

Risks

  • Uncertainty over whether Governor Bailey will present sufficient evidence to justify a March cut, which could change money-market pricing and influence interest-rate expectations. (Impacts: money markets, fixed income.)
  • Policy divergence among Monetary Policy Committee members - with at least two hawkish voices and one dovish member - introduces unpredictability in the committee's ultimate decision path. (Impacts: FX markets, financial sector sentiment.)
  • Tight trading ranges in EUR/GBP suggest limited near-term volatility, but a decisive signal from BoE testimony could rapidly widen currency moves and affect hedging costs. (Impacts: corporate hedging, FX liquidity providers.)

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