Country Focus
UK Data Bounce Reflects Pent-Up Demand, Not Strength
Overweight UK gilts and favor GBP 2-year/10-year steepeners as stronger November data reflect pent-up demand, not a shift in the weak UK outlook. UK hard activity data for November surprised to the upside. Industrial production rose 1.1% m/m after a 1.3% gain…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.