🇬🇧 Gilts are pricing the Budget, not the PMIs, with the 10-year at 5.5%
🇬🇧 Gilts are tightening for the Bank of England, and Bailey is aiming his message at the Treasury
🇬🇧 Mann's embedded-inflation warning lands as UK growth loses steam
🇬🇧 Mann calls UK inflation embedded, but there's no wage spiral behind it
🇬🇧 UK mortgage pricing is already doing the Bank of England's tightening for it
🇬🇧 UK's energy shock is hitting both sides of the Bank's mandate at once
🇬🇧 Bailey warns on an AI bubble as Mann pushes the Bank of England toward a November hike
UK growth tops the G7, but the Bank's own risk committee isn't celebrating
🇬🇧 UK mortgages cool, but consumer credit is running at its hottest pace since the pre-crisis boom
🇬🇧 The BoE's dovish wing turns hawkish just as UK growth slows
