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UK Housing Market Activity Contracts as Budget Uncertainty Stalls Buyers

The U.K. housing market experienced a slowdown in activity as budget-related tax concerns weighed on buyer sentiment. Residential property transactions fell, signaling near-term risks...

Gilt Yields Fall After Autumn Budget Despite Lack of 2026 Tax Hikes

Gilt yields are lower and the pound is slightly stronger following the UK’s Autumn Budget. But the lack of upfront tax hikes complicates the...

Budget to Trigger an Exodus of Assets Out of the UK

Rachel Reeves faces an impossible Budget. She has a deep fiscal shortfall, rising debt costs, weak growth, and a manifesto that blocks the most...

Reeves Risks Reigniting Gilt Turmoil With Budget Misstep

If the Chancellor misjudges the Budget, the gilt market will react without hesitation. Last week’s spike in yields showed how quickly sentiment shifts when...
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