US ratings agency out with another Brexit note 20 July

  • increased uncertainty of UK's future trade relationship with EU will lead to reduced confidence, lower investment, consumer spending in UK
  • expects UK banks to see asset quality worsen
  • UK banks operating environment to weaken
  • bank profitability to come under pressure
  • expects BOE to continue to support the banking system through on-going provision of contingent liquidity support

Moody's understandably cautious.