14 April 2026 UK Monitor Higher-for-longer oil prices mean gilt yields will remain sticky
13th Apr 2026 10:08UKDaily Monitor
- Borrowing costs have jumped since our last gilt market update, as the Iran war boosts inflation fears.
- We think yields have overshot fair pricing and will fall, although more so at the short than long end.
- Higher-for-longer oil prices and rising political risk mean the curve will steepen in 2026.
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