On a quiet day in US markets, John Authers looks at a sharp fall for the pound following a doveish report from Mark Carney of the Bank of England. Market expectations for UK inflation have been growing. Even as gilts have recovered ground lost after the Brexit referendum.<br /><br />► Subscribe to FT.com here: http://on.ft.com/2eZZoLI<br /><br />► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs<br /><br />For more video content from the Financial Times, visit http://www.FT.com/video<br /><br /><br />Twitter https://twitter.com/ftvideo<br />Facebook https://www.facebook.com/financialtimes
