Gilts' risk

How worried should we be by a possible sell-off of gilts? It’s easy to tell stories of how this might happen. Reversing quantitative easing and rising interest rates in the US (and possibly the UK) might upset the market, as might looser fiscal policy here. And it’s possible that in both the UK and US tighter labour markets will eventually raise inflation: just because something hasn’t happened so far doesn’t mean it won’t happen.

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