Outlook for UK gilts and impact on exchange rates

The rise in UK sovereign bond yields "has only just started", according to new research released by Berenberg Bank.

May 26,2021

Government borrowing UK

Public Sector Net Borrowing for April came in at £31.7BN, an increase on the £28BN borrowed in March but below economist estimates for a reading of £32BN.

May 25,2021

UK economic rebound

The UK economic rebound is well underway according to a survey of UK businesses during March which showed employment was on the rise but so too were inflationary pressures.

May 21,2021

Retail sales rise sharply

UK retail sales rose sharply in April and were higher than pre-pandemic levels according to new data that suggests the involuntary savings acquired by consumers during months of lockdown are being put to work.

May 21,2021

Manufacturing UK

UK industry experienced its fastest growth since the end of 2018 during May, confirmation that the post-covid economic rebound is well underway.

May 20,2021

Vaccine rollout

The significant reopening of the UK services sector on May 17 will fail to trigger a sufficiently large wave of Covid-19 cases to prompt the government to reintroduce restrictions in the summer, according to economists at a leading independent financial and economic research house.

May 18,2021

Outlook for bonds

Strategists at RBC Capital Markets have warned that the consolidation in the bond market is coming to an end, advising investors to consider shorting ten year US Treasury Bonds and UK gilts.

May 14,2021

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