Howard Cunningham

Assessing the UK’s monetary and fiscal predicament.

We analyse potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We assess the impact of a potential rate rise by the Bank of England next week.

We assess the implications of the UK Budget for bond markets and the wider economy.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

We analyse the impact of the UK government’s financial rescue package on bond markets

How the spending pledges from the two main political parties could affect the UK gilts market.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

What could Boris Johnson’s victory mean for the UK’s gilt and currency markets, and future Brexit strategy?

How is the UK’s Brexit waiting game playing out in the bond markets?

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Theresa May’s crushing Brexit deal defeat appears relatively meaningless compared to what might happen next.

Theresa May has survived for now, but will the EU budge from the deal on the table?