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UK Markets Expect £50 bln of QT in Year to Sept 2027, BoE

LONDON, July 31 (Reuters) - Investors expect the Bank of England to slow the pace at which it reduces its ​bond portfolio to £50 billion ($67 billion) in the 12 months ‌to the end of September 2027 from £70 billion in the current 12-month period, a Bank of England survey showed.

The result ​published on Friday was unchanged from the BoE's previous ​Market Participants Survey in June.

The BoE bought £875 billion ⁠of British government bonds between 2009 and 2021 ​as part of its quantitative easing programme to support ​the economy. It began unwinding the stockpile in 2022 through a mix of sales and not reinvesting the proceeds of maturing gilts.

The stock ​of debt is on course to fall to £488 ​billion in September when the BoE's Monetary Policy Committee will ‌hold ⁠an annual vote on the pace of quantitative tightening.

Asked about the likely split of sales in the next period, investors told the BoE that they expected ​43.3% to be ​made up ⁠of gilts with a 3-7 year maturity, 41.1% to be of 7-20 years ​maturity and 15.6% to be of longer ​maturity.

On ⁠Thursday, the BoE said it estimated QT had contributed 20-30 basis points to a 200 basis point rise ⁠in ​term premia on British government ​bonds since 2022, around 5 bps more than it estimated a year ​ago.

($1 = 0.7439 pounds)

Reporting by David Milliken Editing by William Schomberg

Source: Reuters


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