Thursday Sep 29, 2022
All into Account: Cross Asset Strategy: ‘How to position in UK rates and GBP after the colossal moves’ with Francis Diamond, Head of UK Rates Strategy, and Meera Chandan, Head of Global FX Strategy
Speakers:
Thomas Salopek, Global Head of Cross Asset Strategy
Francis Diamond, Head of UK Rates Strategy
Meera Chandan, Head of Global FX Strategy
The markets had a strong reaction to the UK’s unfunded fiscal stimulus, producing outsized moves in UK rates and the pound. Given the volatility, we discuss the potential reactions from the government and the BoE to restore confidence, as well as our views on how to position.
This podcast was recorded on 28 September 2022.
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