Country Focus
UK Macro Deterioration Supports Further BoE Easing
Stay overweight UK gilts as weakening labor data and cooling inflation give the BoE room to cut beyond what markets price. UK employment data continued to disappoint, with November payrolls falling 38k after a revised 22k decline in October. The unemployment…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.