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Gilts Sell Off Amid Truss-like Volatility
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Gilts Sell Off Amid Truss-like Volatility

U.K.-led volatility roils global bond markets

David Rosenberg's avatar
David Rosenberg
Jan 09, 2025
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Early Morning with Dave
Gilts Sell Off Amid Truss-like Volatility
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Highlights

• U.K.-led volatility roils global bond markets

• China has more deflation to export to its trading partners

• Recent U.S. data are consistent with a +1% growth economy

• The equity risk premium has flipped negative

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