# Why the IMF Is Wrong About Britain (And What To Do About It)

Page: https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728/why-the-imf-is-wrong-about-britain-and-what-to-do-about-it
Text version: https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728/why-the-imf-is-wrong-about-britain-and-what-to-do-about-it.md
Podcast: [Noise Cancelling with Neil Woodford](https://stenobird.com/podcast/noise-cancelling-with-neil-woodford-7475728)
Published: 2026-05-15T14:39:58+00:00
Episode link: https://w4pz.podbean.com/e/why-the-imf-is-wrong-about-britain-and-what-to-do-about-it/
Audio file: https://mcdn.podbean.com/mf/web/asuzr3mtj89nwfqh/EPISODE_37_v3asnkt.mp3
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Duration seconds: 2174

## Resource

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.

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## Transcript

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