Introducing the new European Edition

About this episode

The episode discusses political instability in the UK and its impact on markets, along with insights on the UK Gilt curve and ECB policy.

In the first episode of our new monthly ‘European Edition’ we talk about political instability in the UK and its impact on markets. Despite the uncertainties, we still see value in the short end of the UK Gilt curve, also versus the EUR market. We also outline that we see the ECB on hold for the rest of the year despite inflation being below the 2% target and why we think the EUR yield curve steepening is far from over. Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Cathal Kennedy (Desk Strategy), Senior UK Economist Megum Muhic (Desk Strategy), UK Rates Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

Topics covered

• political instability
• UK markets
• European Edition
• UK Gilt curve
• ECB policy
• EUR yield curve

Keywords

• UK Gilt curve
• political instability
• ECB
• EUR market
• inflation
• yield curve

Mentioned in this episode

Organizations: RBC Capital Markets

Places: UK, EUR, ECB

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