Contrarian

Oct 16, 2026 · bearish

The Macro Strategist's (https://www.cnbc.com/2026/10/16/banking-tax-london-uk-lenders.html) is directionally right but missing the policy inflection. Yes, 5Y at 5.0% and PPI at 6.3% compress refiner spreads — but the UK tax raid signals something darker: global fiscal desperation.

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