Gilts: rates uncertainty, recession fears and record supply
The OMFIF Podcast
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The Bank of England's Terminal Rate Expectations
I was one of these people who were thinking four and a half should be the peak. Because in my view, a lot of the inflation we've seen globally has been supply side driven. So for that reason, my terminal rate expectation had been lower than where we are now. Now, if we judge how they are responding to support inflation, then we could end up with that 6% handle. That's another question now.
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