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Country Focus

UK Growth Softness Supports Long Gilts, Short GBP

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Stay overweight UK gilts and short GBP versus EUR as weak UK data and a softening labor market point to a more dovish BoE. Monthly UK GDP missed estimates and contracted 0.1% m/m in October after a 0.1% decline in September. The weakness was broad-based:…

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