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July 7, 2026

Rates Spark Potential Relief for Gilts Amid a Bearish Bias

Rates StrategyRates CreditRates Govt BondsFinancials

The market maintains a bearish bias as the ECB manages rate hike expectations and the Bank of England considers regulatory shifts. Potential changes to UK leverage ratios could drive increased demand for government gilts.

Key Takeaways

  • 1.Market bias remains bearish with ongoing monitoring of ECB rate hike expectations.
  • 2.Potential Bank of England regulatory changes to leverage ratios may increase demand for UK gilts.

Table of Contents

  • Bearish bias remains intact starting the week
  • Bank of England might make gilts more attractive for banks
  • Tuesday's events and market view

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Authors

Benjamin SchroederMichiel Tukker

Securities

UK Gilts

Themes

Central Bank PolicyRegulatory Reform

Regions

EuropeUnited StatesUnited KingdomFrance

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