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      ‘Bond market tantrum risks’: Gilt traders brace for Labour leftward pivot as Starmer future uncertain

      Keir and Victoria Starmer on the steps of downing street

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Economics

  • ‘Bond market tantrum risks’: Gilt traders brace for Labour leftward pivot as Starmer future uncertain

    Economics

    Bond traders are bracing for the prospect of a surge in gilt yields as uncertainty over the future of Keir Starmer’s term in office could pave the way for a more left-wing successor. A Starmer defenestration could be just weeks away amid renewed scrutiny over the botched appointment of Peter Mandelson as Washington ambassador and [...]

    Keir and Victoria Starmer on the steps of downing street
  • FTSE 100 jumps as Strait of Hormuz fully open following ceasefire

    Markets

    The Iranian regime has reopened the Strait of Hormuz following a ceasefire in the Middle East between numerous warring nations. Tehran’s foreign minister said on Friday afternoon: “In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire”. Traffic [...]

    View of the Strait of Hormuz, showcasing bustling maritime traffic under clear skies, highlighting its strategic significa...
  • Bank of England will set ‘high bar’ for any interest rate change

    Economics

    Policymakers at the Bank of England will set a ‘high bar’ for making any interest rate change later this month despite growing expectations of rising inflation, top City analyst Simon French has said. The previous energy shock suffered by the UK following the Russian invasion of Ukraine in 2022 saw inflation spike to as high [...]

    The Bank of England opted to keep interest rates at 4.25 per cent at the last decision back in June (Photo by Pietro Recchia/SOPA Images/LightRocket via Getty Images)
  • FTSE 100 Live: Stocks jittery as Starmer makes play to reopen Strait of Hormuz

    April 17, 2026

    Good morning and welcome back to the City AM liveblog. The UK and France are set to co-chair a meeting with allies later today in a bid to strum up ways to re-open the Strait of Hormuz. The vital waterway, which sits off Iran’s coast, sees around a fifth of the world’s oil supply flow [...]

  • UK suffered biggest unemployment surge in G7 

    April 16, 2026

    UK unemployment rose at a faster pace than any country in the G7, the OECD has said, with a sharp rise in joblessness particularly damaging for the youngest people.  Unemployment levels across the country rose sharply by 0.8 percentage points over the year to 5.2 per cent between the last three months of 2024 and [...]

  • Barclays most ‘hurt’ bank to UK economy downgrades

    April 16, 2026

    Barclays has been branded the bank most set to be “hurt” by the downgrades slapped on the UK economy following the turmoil caused by the war in the Middle East. The bank’s macroeconomic forecasts hold the most optimistic assumptions when compared to its FTSE 100 peers. This leaves the lender with a less of a [...]

  • UK economy jumped above forecasts before Iran war

    April 16, 2026

    The UK economy was growing ahead of expectations before the war in the Middle East erupted, official data has shown. The Office for National Statistics (ONS) said GDP grew by 0.5 per cent over February, though City analysts have suggested the figures are “too good to be true” given trends seen in recent years. In [...]

  • Easyjet shares grounded after revealing £560m hit from Iran war

    April 16, 2026

    Easyjet expects to make a whopping loss in the first half of the financial year after the war in the Middle East led to major disruptions across operations. The budget airline said on Thursday it is forecasting a loss before tax of between £540m and £560m as the industry battles against rising costs. Shares in [...]

  • FTSE 100 Live: Entain leads modest stock jump; Surprise growth ‘pushed to rear view’

    April 16, 2026

    Good morning and welcome back to the City AM liveblog. Markets are betting the latest round of peace talks will bring some resolution to the conflict in the Middle East. US markets managed to clinch a record high close on the latest news of peace talks but in London the FTSE 100 splintered and finished [...]

  • Reeves says diplomacy is ‘best economy policy’ as UK tax burden to mount

    April 15, 2026

    Chancellor Rachel Reeves has said that de-escalating the war in the Middle East is the “best economic policy” to protect growth as the International Monetary Fund showed the UK tax burden was set to deepen at a faster pace than any country.  Speaking at a CNBC event in Washington, Reeves doubled down on her attacks [...]

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