UK
Interest rate volatility is very low across developed market fixed income. Investors should maximize the carry in their portfolios to outperform in a low rate vol environment.
Flash PMIs Point To Gradual Growth Recovery…
Weak UK Data Point To More BoE Cuts…
Tepid UK Growth Reinforces Case For BoE Cuts…
BoE And ECB Hold Rates As Easing Risks Rise…
Recession risks in the UK are clearly rising. In this Special Report, we unpack why labor market deterioration, falling wage growth, and normalizing inflation support deeper BoE cuts ahead. We then discuss how to position across gilts, the pound, and UK equities.
Tight Financial Conditions Will Keep Weighing On UK Data…
PMIs Signal Stabilization, Not A Growth Breakout…
UK: Weak Employment Trumps Noisy Inflation…
UK Data Bounce Reflects Pent-Up Demand, Not Strength…