BoE takes reputation hit after sparking market chaos

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The Bank of England was trying to stop a meltdown triggered by the government’s mini-budget last month. Instead, it’s caused huge confusion in markets.

: the central bank will end its emergency bond purchases as planned at the end of this week.

“This is looking like an increasingly untenable situation,” said Erik Nelson, a currency strategist at Wells Fargo. “Bailey will have to walk these comments back.” The BoE started buying long-dated bonds late last month as an emergency measure to ensure pension funds exposed to so-called liability-driven investment strategies could clear their positions after the British government triggered a market rout by announcing £45 billion of unfunded tax cuts.

While Truss’s initial policy push was delayed by the death of Queen Elizabeth II, she stamped her mark on the UK on Sept. 23, when Kwarteng unveiled tax-cutting plans. Bailey has been dealing with the fallout ever since, as markets tumbled, pushing up borrowing costs for millions of mortgage holders and threatening to trigger a fire sale of UK assets. Kwarteng won’t set out the details of how he will fund the tax cuts until Oct. 31.

The government may have to step in to rescue stricken pension funds itself. Nick Macpherson, a former Treasury official, said on Twitter: “It is not the Bank of England’s job to bail out pension funds. But history suggests it’s a job the government will take on and it will be working on a scheme right now. Sadly, this can only add to the state’s liabilities and to upward pressure on interest rates.

 

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