Analysis

Morning Briefing: Post-Brexit honeymoon period thanks to the cheap pound is over [Video]

- Gilt yields jumped 10bps yesterday back up to 1.25% and now almost back to pre-Brexit levels. Inflation is coming... 

- Marmite can be blamed for making upside inflation concerns now part of the national psyche. With oil prices expecting to remain stable around $50 this is also going to lead to further energy driven inflationary pressures as we hit the end of the year.

- Its official - the post Brexit honeymoon period thanks to the cheap pound is over...

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