Episode
Why the IMF Is Wrong About Britain (And What To Do About It)
- Published
- May 15, 2026
- Duration seconds
- 2174
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Summary
Jon Adair and Neil walk through why the 30-year gilt is the wrong number to look at, why the 10-year — which has been moving in lockstep with US treasuries since 2020 — is what actually matters for UK funding costs, and what the bond market is positioning for when the Iran war ends.