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MNI Gilt Week Ahead: How concerning is fiscal pol for monpol?

We look at the KPMG-REC Report on Jobs, Pill's speech and how much fiscal policy can impact near-term monetary policy.
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  • We look back at the KPMG-REC Report on jobs release this morning and the implications of the speech by Pill last week.
  • We look ahead to this week's GDP data (there are no scheduled MPC speakers) and also look at how much fiscal policy is likely to impact near-term monetary policy.

For the full document including supply previews for the week ahead see: GiltWeekAhead20241007.pdf

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  • We look back at the KPMG-REC Report on jobs release this morning and the implications of the speech by Pill last week.
  • We look ahead to this week's GDP data (there are no scheduled MPC speakers) and also look at how much fiscal policy is likely to impact near-term monetary policy.

For the full document including supply previews for the week ahead see: GiltWeekAhead20241007.pdf