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Rates Spark: Hard To See A Ceiling For Gilt Yields
2026-05-13 · via All Articles on Seeking Alpha

Summary

  • Gilt yields can continue to rise, not just because of political risks, but also on the back of the Bank of England's quantitative tightening.
  • Meanwhile, US Treasuries continue to feel pain from the never-ending shuttering of the Strait, with April CPI data already high, and set to rise further in the coming months.
  • Not great for core bonds generally.

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