bearish

UK: BoE Pulled Two Ways

169 Views11 Oct 2022 20:19
Policies are moving fast and breaking things, most visibly in the gilt market. The BoE is now pulled to draw a line in the sand and should reconsider QT in November. A low UR means more rate hikes.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 12-minute read)
Discussions
(Paid Plans Only)
Logo
Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
x