Sterling Suffers 2% Monthly Drop on Middle East Crisis
2026-03-31 08:45
By
Joana Ferreira
1 min. read
The British pound ended March just above $1.32, hovering near its lowest level since early December after a turbulent month dominated by escalating Middle East tensions.
Sterling lost around 2% against the dollar as traders weighed the economic fallout from the deepening crisis.
Adding to the uncertainty, a Wall Street Journal report revealed that US President Donald Trump was considering ending the military campaign against Iran, even if the Strait of Hormuz remained blocked.
The shifting geopolitical landscape triggered a sharp repricing of Bank of England policy expectations: markets now anticipate at least two rate hikes in 2026, with a 50% chance of a move as soon as April, a stark reversal from earlier bets on two cuts.
However, BoE policymaker Alan Taylor struck a cautious note last week, setting a "high bar" for rate increases and advocating for steady borrowing costs until the conflict’s economic impact becomes clearer.