Francis Diamond, an analyst from JP Morgan, delves into the recent Bank of England meeting, illuminating their unexpected hawkish tone amid a 25 basis point rate cut. He also explores the influence of quantitative tightening on UK gilt yields alongside the evolving landscape of Scandinavian rate markets. Discussion highlights include Sweden's GDP growth and the potential for rate cuts, with insights into navigating economic indicators. Market reactions to these shifts, especially concerning the Norwegian economy, add to the lively discourse.
