MNI Gilt Week Ahead

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Nov-10 12:00By: Tim Davis
UK+ 2

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  • We look at how the BOE has changed market drivers and focus in the coming weeks and what you need to watch going forward.
  • We also look at the upcoming events for the week ahead including the syndication and weekend fiscal highlights.
  • There continues to be focus on UK lending operations with RONIA spiking once again, we look at this in a bit more detail but expect that RONIA will remain elevated until Thursday's STR operation.
  • We also summarise the latest BOE MaPS survey - with early expectations for the remit revision and a drop in the median expectation of the neutral rate to 3.00% for the first time since early 2024.
  • In addition we include balance sheet trackers, issuance calendars and an updated DMO issuance profile.