Reviewing recent call on British 30’s

Over 2 months ago, I wrote the note below predicting that the ‘fat part’ of the move in British 30 year yields (at 4.88%0 had been seen.

Within the note, I gave it a little wriggle room of trading up to 5.08% in the near term”.

Well, it traded up to 5.05%.

For now, I’ll look for the yield of the British 30’s to come back to the 4.10% area.

Following that consolidation, my call will be that yields make a new move higher.

November 11, 2026

rob@karriasset.com.au