Disponible en anglais seulement.
Markets Plus is live on all major channels, including Apple and Spotify
Start listening to our library of award-winning podcasts.
In this episode of Markets Plus, Laurence Mutkin, Director, Head of EMEA Rates Strategy, BMO, discusses four elements that will determine the reaction of the gilt market and the pound, regardless of the details of the Spring Statement:
Whether or not there will be a change in gross issuance in 2025-26 vs the plan as of October’s Budget.
Impact on the outlook for Bank of England monetary policy (via impact on the outlook for growth and inflation).
Evidence of changes to fiscal sustainability over the medium term.
The shape of the DMO’s gilt issuance Remit.