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- BOE rate hike bets ramp up as gilt yields surge higher
- ECB to pause today before delivering next and final rate hike in September
- US Secretary Rubio says price on Iran will get higher every night until they come to their senses
- High bar for the ECB to out-hawk the market; September hike likely if inflation surprises to the upside
- French business climate brightens a little more as rebound extends into July
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