
← Noise Cancelling with Neil Woodford4 sept · 38 min
UK Inflation Will Stay at 3% — Here’s Why the Market Is Wrong
UK Inflation Will Stay at 3% — Here’s Why the Market Is Wrong
UK inflation is falling while oil is up 35% and gilt yields are at an 18-year high. Neil Woodford explains why the 4-5% inflation forecasts are wrong again, what is actually in the CPI basket, and why the bond market may be pricing the wrong story.