Five reasons for the BoE to do active QT and why none of them hold true today
Barclays and the IFS on what the UK needs to do to avoid a funding crisis
UK 10-year government borrowing costs see biggest weekly fall since April
Higher yields could be here to stay, but the JGB market has a history of confounding investors
Fund managers say fresh borrowing spree would drive up gilt yields and dent the pound
Chief economist Huw Pill says central bank’s decision to dial back ‘quantitative tightening’ will provide only temporary relief
Tight competition
Monetary Policy Committee will announce on Thursday whether it is dialling back the pace at which it is cutting its gilt holdings
QT pageant
Please please stop calling yield differences credit spreads
It might seem the patriotic thing to do, but buying UK stocks and bonds is unlikely to be the most profitable
Global market trend is more a technical move specific to 30-year issues
Pressure on government borrowing costs is building
Retirees benefit from the jump in borrowing costs — but other investors should be wary
A few charts from the IMF
Plus more on jobs and growth
The government needs more fiscal headroom but must ensure it does no harm
Issues with issues
Global stocks fall as a sell-off in government bonds affects the equity market
Rise in gilt yields adds to pressure on chancellor Rachel Reeves ahead of Budget
Markets ultimately will take notice if the government demonstrates its ability to lower deficits
Inflation and ‘risk premium’ help keep yields elevated, say investors
Investment platforms report big inflows as yields rise
Gilts hit hard by global rise in bond yields as ‘stagflationary’ concerns add to pressure on economy
Market Questions is the FT’s guide to the week ahead
