Published On: June 22nd, 2026Categories: Trade Ideas
The UK is proving more resilient than expected – but resilience does not mean comfort. In our latest Flash UK, we look at how stronger activity data, sticky inflation risks, record debt-servicing costs and renewed political uncertainty are shaping the outlook for gilts, sterling and Bank of England policy. The debate has shifted from fiscal credibility to fiscal capacity: the rules are still in place, but the room for policy error is increasingly limited. Un market terms, the UK still offers yield – but also requires a risk premium.
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