Independent thinking for complex markets and current events
via notayesmanseconomics As we approach Christmas the pace has really picked up in economics and financial markets and let me start my look at the UK with an international perspective. TOKYO (Kyodo) — The yield on Japan’s benchmark 10-year government bond hit 2.020 percent on Friday, its highest level since August 1999, after the Bank …
The UK has no choice but to start cutting its welfare bill, this could happen here in the US. The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 …
How long will the BOE be able to hold the dam from collapsing and we start seeing yield on GILTs running wild like horses on an open field? https://t.co/W0axZRfn18 pic.twitter.com/L1dSKvtZkh — JustDario 🏊♂️ (@DarioCpx) March 21, 2025 Tell me you are about to put on capital controls ahead of a sovereign debt crisis without telling …
by AnonymousTimewaster Is now the time to start buying UK Gilts? With the Bank of England ramping up its Quantitative Tightening (QT) program, the dynamics around UK gilts are becoming increasingly intriguing. The BofE’s aggressive offloading of bonds has not only driven up yields but also sparked debate about its impact on the cost of …