See the full PDF including BOE balance sheet tracker, projected gilt market cash flows and issuance calendars / results here.
- We look at the recent changes in both UK politics and the potential impacts from the upcoming Labour deputy leader contest.
- We also round up what we learned from the TSC last week and look at the recent data releases and how they will feed into the MPC's upcoming decisions.
- We will also be focusing on the take up of the STR and ILTR following the gilt redemption; how the market reacts could feed into the MPC's September QT decision.