Brexit Turmoil: UBS's John Wraith Analyzes the Impact on Gilts, Pound

The video discusses the potential impact of a no-deal Brexit on yields, highlighting the possibility of negative yields due to economic slowdown and Brexit headwinds. It examines UK government spending plans and the potential effects of a Labour government on borrowing. The discussion also covers market reactions to Brexit, particularly concerning Sterling, and reviews the Chancellor's spending plans. Finally, it addresses changes to the RPI index and their impact on the gilt curve.

What factors are contributing to the potential decline in yields?

How might a Labour government impact borrowing and yields according to the discussion?

What is the significance of a no-deal Brexit in the context of market expectations?

What are the implications of the Chancellor's spending review on public finances?

How do changes in the RPI index affect the gilt market?