Why is the Iran crisis pummelling the gilts market?
An inflationary energy shock has drained optimism over UK rate cuts and hammered popular hedge fund trades
Related reading
An Iran shock will further damage fragile inflation psychology
Business and households alike are worrying — the Fed should be too
Fund managers snap up bonds on growth threat from Iran war
After sharp market sell-off, debt investors shift focus from inflation fears to likely damage to economies
Investors look through the turmoil
The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war
The Iran war presents a ‘guns and butter’ nightmare for investors
Conflict will intensify the mounting global debt and inflation risks
US inflation rose to 3.3% in March on Middle East energy shock
Surge in prices highest since May 2024 as Iran conflict triggers historic surge in petrol prices
Stagflationary forces are building
A weakening US labour market and financial strains come as the Iran war and surging oil prices spark concerns about inflation…