Stuart Thomson Quotes (10 Quotes)

Investors are underestimating the strength of consumer confidence in Europe so yields can keep rising. This is not a good time to buy.

European government bonds are going to be the worst performing area in the first quarter. There'll be one more rate hike in the first quarter and another in the second quarter.

By stepping outside the majority view, he undermines his own credibility. He just becomes another member on the committee.

This week's data is proof that the hawks in the Monetary Policy Committee are wrong, giving gilts support this week.

The European Central Bank will raise rates by a quarter- point per quarter. The market probably has more to do in terms of discounting that.

They are big on zealous regulation, but they are not good at real economics. They have the power to make micro improvements to the economy, but they haven't even tried it.

U. K. data has been weaker than expected, but investors don't believe this will be enough to persuade the bank to cut rates. This leaves gilts vulnerable.

Demand is vastly outstripping supply. It's not surprising that some of the dealers are going to the DMO because it's difficult to make a market in these conditions.

We believe the Monetary Policy Committee will be forced to make two more cuts in November and February.

With demand still weak, there's room to cut rates in the first half of next year. That'll keep yields around 4 percent for 10-year gilts.