bearish

UK: Energy Jump into a Forward Roll Down

177 Views21 Sep 2021 02:43
Extreme gas and electricity moves concentrate into this winter. However, the peak UK RPI y-o-y impact now looks less to us, at 89bps, and a small cut could occur with contract rolls in Oct-22.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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