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Fighting the Last War: Markets, Mortgages and the Bank of England’s Hawkish Misfire artwork
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Fighting the Last War: Markets, Mortgages and the Bank of England’s Hawkish Misfire

Intelligence Talks by Anna Ward

In this episode, Tom and Michael Brown unpack how the Bank of England’s unexpectedly hawkish messaging last week helped ignite a sharp repricing across markets already rattled by the Middle East conflict, pushing swap ra...

About This Episode

Fighting the Last War: Markets, Mortgages and the Bank of England’s Hawkish Misfire is an episode from Intelligence Talks by Anna Ward. In this episode, Tom and Michael Brown unpack how the Bank of England’s unexpectedly hawkish messaging l...

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This episode belongs to Intelligence Talks.

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Episode Details

Published Mar 25, 2026, 38:21 long, audio available.