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Country Focus

UK: Soft Growth, Soft Inflation, Strong Case For Gilts

by Felix-Antoine Vezina-Poirier, Chief Strategist  

UK growth data continues to disappoint, making the case for a Gilts overweight and a dovish BoE. May GDP fell 0.1% m/m, missing estimates and marking a consecutive monthly contraction after April’s 0.3% decline. Industrial and manufacturing output both…

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