Tag: Bank of England
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UK Q2 GDP Growth: The World Cup Quarter That Business Services Won
The UK grew 0.4 per cent in the second quarter and the headlines credited the World Cup and the heatwave. The ONS said no such thing. Inside a quarter driven by computer programming, advertising and R&D, while pubs and restaurants shrank.
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The Bank of England’s Dovish Hold: 6-3 at 3.75 Per Cent and the Hike Bailey Buried
The MPC held Bank Rate at 3.75 per cent with Mann, Greene and Pill dissenting for a hike, and Bailey told markets he is not edging toward one. Two-year gilts saw their steepest drop since June. Inside the dovish hold, the MPR’s quiet undershoot, and the Fed mirror.
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UK Property Investment Under Prime Minister Burnham: The New Policy Premium
A new Prime Minister with the most interventionist housing agenda in decades meets a gilt market at year-to-date highs. How Burnham’s policies reshape UK property investment, from buy-to-let and prime London to housebuilders and REITs.
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UK Gilt Yields Above 5%: The Bond Market Greets Prime Minister Burnham
Andy Burnham became the UK’s seventh prime minister in a decade and the 10-year gilt moved back above 5 per cent within hours. Inside the term premium, the VAT signal, and what would calm the long end.
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The UK Gilt Market and Starmer’s Resignation: Pricing a Change in Westminster
A prime minister resigned and the gilt market barely moved. Inside the slow repricing of UK fiscal credibility: 1998-era long yields, a split Bank of England, and the questions that will decide the autumn.