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Rachel Reeves

  • Government borrowing costs set for worst month since Liz Truss

    March 23, 2026

    The government’s short-term borrowing costs were on course to have their worst month since Liz Truss’s ignominious mini-Budget, until the news of United States’ talks with Iran led traders to unwind bets future interest rate hikes. The two-year gilt yield jumped by eight basis points on Monday morning, meaning the interest rate on the government’s [...]

  • How the Bank of England will read into outdated inflation data

    March 23, 2026

    Can data be redundant? The Office for National Statistics will this week give the impression that inflation is stable. Economists have predicted the consumer price index inflation print for the year to February to come in at three per cent, like last month, which would have otherwise made for satisfactory reading. But the figures precede [...]

  • Trump’s call to pause strikes in Iran boosts markets

    March 23, 2026

    Global markets leaped on news that President Trump paused strikes on Iranian infrastructure as he hinted that negotiations had been “very good and productive”. Brent crude – the international benchmark for oil prices – plunged back to below $100 per barrle after having jumped to $112 earlier in the day. The FTSE 100 also rose [...]

  • Starmer vows to use ‘every lever’ to protect Brits from damage to UK economy 

    March 23, 2026

    Sir Keir Starmer has vowed to use “every lever” to prevent households from being hit by higher energy prices amid growing fears the Iran war is wreaking havoc on the UK economy.  On Monday morning, the Prime Minister suggested an emergency Cobra meeting between the most senior government ministers and the Bank of England governor [...]

  • Ministers are sacrificing growth for votes, say top business bosses

    March 23, 2026

    Government ministers have undermined the UK’s long-term economic interests by becoming “trapped” into making poor short-term policy decisions to appease voters, Britain’s top business bosses have warned. The group of corporate leaders, which include Natwest chair Rick Haythornthwaite, Heathrow chair Philip Jansen and Barratt Redrow chair Caroline Silver, said successive governments have failed to prioritise [...]

  • FTSE 100 Live: Stocks jittery after Trump’s latest TACO; Oil price slips

    March 23, 2026

    Welcome back to the City AM liveblog. Markets are in recovery mode after a dramatic intervention from President Donald Trump slapped a delay on his bombastic ultimatum. Trump issued a 48-hour ultimatum to the Iranian regime on Saturday night, where he called for the full re-opening of the Strait of Hormuz. The strait is a [...]

  • Reeves faces £20bn fiscal hole as energy crisis drives up costs

    March 22, 2026

    Rachel Reeves is facing a potential £20bn shortfall in her spending plans as the Middle East energy crisis pushes up inflation, borrowing costs and pressure on public sector pay. The warning from the Institute for Fiscal Studies (IFS) comes as surging oil and gas prices begin to feed through into the wider economy, threatening to [...]

  • Starmer to convene emergency meeting over Iran war price shock

    March 21, 2026

    Prime Minister Keir Starmer will convene an emergency meeting of senior cabinet ministers and the governor of the Bank of England next week, as prices continue to soar amid the Middle East conflict. The meeting will discuss plans to help households with the rising cost of living caused by the war in Iran, according to [...]

  • UK economy in peril as growth forecast slashed in half

    March 20, 2026

    The UK economy is set to grow by half as much as economists predicted before the war in Iran started as forecasters attempt to make sense of how deep the impact of an energy price shock will be.  A leading economics consultancy has revised its UK growth forecast down to 0.4 per cent compared to [...]

  • Borrowing costs soar to post-financial crisis high in blow to Reeves

    March 20, 2026

    UK government borrowing costs have soared to their highest level since the Great Financial Crisis in 2008, with markets frightened by the state of public finances in the face of another global price shock.  Gilt yields have inched up over the course of the week, with the ten-year gilt yield topping 4.9 per cent on [...]

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