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The BoE Is Looking In The Rearview Mirror

by Robert Timper, Chief Global Fixed Income Strategist   Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

The BoE is easing, but risks falling behind. Labor and growth cracks are starting to emerge, and the Bank may soon be forced to move more decisively. This report outlines why gilts remain a buy and sterling’s path is diverging vs. USD and EUR.

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