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Tomas Hirst
tomashirstecon.bsky.social
did:plc:2n4iu4hqkrrbuclvdzjk4jbn
I think the issue is that rates seem disconnected from UK econ fundamentals currently (can debate how far potential has fundamentally shifted but I’m sceptical by this much) so we’ve got real yields squeezing capacity unhelpfully.
2025-09-02T09:12:49.405Z