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Rates Spark: Triple-Whammy For Gilts
2026-05-06 · via All Articles on Seeking Alpha

Summary

  • The 10Y gilt yield is hitting new records, and politics could turn a double-whammy into a triple-whammy.
  • Meanwhile, the US yields backdrop has come off extremes, but the problems that drove us there remain.
  • Over the past few weeks, the eurozone economic data have consistently disappointed to the downside relative to consensus.

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