The worrying bond market trend no one is talking about September 1, 2025 Spiking interest rates on the UK government’s borrowing costs have set off a fresh wave of commentary on the health of Britain’s economy. Ali Lyon explores why it is only long-dated bonds where tremors have been most pronounced, and why the U has plenty of company. What will you be doing in 30 years’ time? [...]
Gilt trip: why markets are punishing Rachel Reeves August 28, 2025 Without a credible and transparent medium-term fiscal plan, bond markets will continue to price in higher risk and demand higher returns, says Gareth Davies The UK economy faces an uncomfortable reality. On one side, inflation has continued to rise. On the other, government borrowing costs have surged, with gilt yields now at their highest level in [...]