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2nd Feb 2026 18:29UKDaily Monitor
  • Issuance changes, a drop in the fiscal risk premium and weaker data pushed down yields from November.
  • But the gilt-market rally is reversing as political risk rises and the market prices fewer cuts from the MPC.
  • We expect 10-year and 30-year yields to rise to a 2026 high of 4.60% and 5.40%, respectively, in Q3.

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Keywords for: 4 February 2026 UK Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence