U.K. Special: Bond Yields and Ballot Boxes

About this episode

The episode discusses the U.K. economy's performance amidst geopolitical tensions and its implications for various sectors.

Gaurav is joined by Andrew and David for a long-overdue deep dive into the U.K, where the Middle East conflict has darkened the growth and inflation picture just as the economy seemed to be stabilising. The team debate whether the economy’s surprisingly good start to the year reflects genuine strength or lingering seasonal quirks in the data, and why the surveys now point to a sharp slowdown. They also explore the implications for the labour market, housing, and the public finances, before asking what all this means for the Bank of England—as bond markets brace for higher policy rates while keeping a nervous eye on this week’s local government elections.

People in this episode

Host: Gaurav

Guests: Andrew, David

Topics covered

• U.K. economy
• bond yields
• inflation
• labour market
• housing
• public finances
• local government elections

Keywords

• U.K. economy
• bond yields
• inflation
• labour market
• housing
• public finances
• Bank of England
• local elections

Mentioned in this episode

Organizations: Bank of England

Places: U.K., Middle East

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