Part 1/5:

Current Trends in Gilt Markets and U.S. Treasury Yields

The State of Gilt Markets

Since September, the expectations surrounding interest rate cuts from the Bank of England have been dampened. This shift can also be seen in the conversations surrounding the Federal Reserve. Recent comments from the Bank of England indicate a reluctance to embrace the dovish outlook that has been suggested by the market. This situation has led to some confusion regarding whether the markets will continue to react to these changes.