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金融市场的巨大变化来自英镑价值的大幅下跌。汇率贬值有利于位于英国的出口商的竞争优势。由英国工业联合会(Confederation of British Industry,我在其中担任首席经济学家)进行的4月产业趋势调查表明,制造业出口订单出现了2011年以来的最强劲增长。但这是一柄双刃剑:拜进口价格上升所赐,英国制造商也面临2011年以来最快的平均单位成本增长。

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