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MNI Gilt Week Ahead: Watch MPC speakers this week

  • The dust settles on last week’s MPC meeting. In our BOE Review (link in the PDF) here we thought there were additional subtle changes to the forward guidance which were missed by the market and we set out our view that the first cut will be at the following meetings 25% May, 40% June, 30% August.
  • This morning saw the release of labour market data and we discuss the implications (but also note that the ONS still does not have enough confidence to classify this as an "official statistic").
  • We also look ahead to MPC speakers this week.
See the full document which also includes auction previews for the week ahead:

GiltWeekAhead20240205.pdf


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