When France and Germany Pay for Deficits, Fiscal Discipline Becomes a "Moat" for the UK Bond Market as Investors Position Early for a Gilt Rebound

date
19/10/2026
Zhitong Finance APP notes that some large investors are betting that UK Chancellor of the Exchequer John Healey will adhere to fiscal discipline in his first budget, thereby triggering a rally in gilts (UK government bonds).