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bond markets

  • Markets will determine whether Reeves has any credibility left

    Opinion

    It’s a regrettable reality that a politician – or an entire government – can limp on for months or even years after losing credibility in the eyes of voters. In contrast, when markets think the credibility is gone the consequences can be much more immediate. Just ask Liz Truss. One week from today, the Chancellor’s [...]

    Chancellor Rachel Reeves gave a Downing Street speech
  • Investors flee UK stocks as Budget jitters echo Liz Truss fiasco

    Markets

    Fund managers are ditching UK stocks as the fastest pace since Liz Truss and Kwasi Kwarteng panicked markets with the 2022 mini-budget. Global investors have dramatically reduced their risk to UK equities as the Labour government’s second Budget edges closer, where a hefty batch of tax rises are expected to be on the horizon. Rachel [...]

    Without the full content or title of the article, its challenging to generate a precise alt text. However, based on the ge...
  • Leadership spat sends jitters through bond markets

    Markets

    Jitters coursed through UK bond markets on Wednesday after a leadership crisis engulfing the Labour government  triggered a jump in gilt yields, leading investors to warn that more political instability risked exacerbating the ‘moron premium’ applied to UK borrowing costs. Interest on 10-year gilts rose by three basis points, while the pound slumped to its lowest level [...]

    Keir Starmer and Rachel Reeves have been warned a capital gains tax raid would stifle investment in the UK.
  • Reeves may reassure the markets, but her political future is at risk

    November 6, 2025

    Reeves’ speech was intended to steady nerves but instead will ignite the internal struggle that defines Labour’s next phase in power, says Helen Thomas With just over three weeks to go until the Budget, Chancellor Rachel Reeves has decided she can’t wait any longer. The pitch has to be rolled, the ground prepared, and the [...]

  • FTSE 100 Live: Reeves faces MPs grilling, blue-chip stocks fall

    November 4, 2025

    Welcome back to City AM live blog, This morning, Rachel Reeves took to Downing Street to lay the grounds for the Autumn Budget. In a speech that raised eyebrows across the City, she attempted to offshore the blame for the country’s economic woes to the previous Conservative government. The Chancellor laid out the economic choices [...]

  • We have to get serious about major spending cuts

    October 16, 2025

    Speculation over the contents of next month’s Budget has reached fever pitch, and it’s only going to ramp up from here. This is not idle curiosity; with businesses still adapting to the confidence-sapping and job-smothering fallout from last year’s Budget, there is now a genuine fear that what remains of our economic resilience could be [...]

  • Brits get poorer amid high inflation and soaring taxes 

    September 25, 2025

    British families saw their incomes drop in real terms last year when household sizes are taken into account, official data has shown, with high inflation and tax demands squeezing people’s finances.  The Office for National Statistics has revealed that equivalised original income for UK households dropped by £1,400 in real terms because salaries did not [...]

  • Reeves, beware the bond vigilantes: the dark knights of the City

    September 11, 2025

    As UK 30-year gilt yields surge to record levels, Tim Focus warns Chancellor Reeves of the threat of bond vigilantes.

  • This is why Starmer’s recent reshuffle is doomed to fail

    September 11, 2025

    Keir Starmer’s personnel switch-up is an attempt to get a firmer grip on his government’s economic policymaking. Helen Thomas lays out why it won’t work. Keir Starmer’s latest cabinet reshuffle was billed as a decisive break from his choppy first year in power. Yet this is less a bold national reset than a desperate rebrand. [...]

  • Rachel Reeves defends Labour against bond market selloff 

    September 9, 2025

    Chancellor Rachel Reeves has launched a defence of Labour’s economic record and blamed her Tory predecessors for the mass selloff in the gilt market despite growing criticism of the government’s fiscal policies.  In a parliamentary session before MPs, Reeves said the government had made “fully funded and fully costed” plans to support its £190bn splurge [...]

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  • Brain drain latest: Brits quitting UK three times faster than thought

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