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#Bank of England
Stock analysis posts tagged "Bank of England" from Openbook.
London's refuge week: the FTSE 100's highest close since August
Tokyo fell 4.9% in a session and Seoul 6.12%, yet the FTSE 100 closed Thursday at 10,840.35, its highest since 26 August. Composition, not optimism.
UK Market Breakdown: Banks Lead, Pill Cools Hikes, Week of 12 October 2026
The FTSE 100 hit a three-week high after the Bank of England's Huw Pill questioned market bets on four rate rises. Banks led Monday's rally, while London Stock Exchange Group slid on a $3.5bn deal.
Lloyds Banking Group (LLOY): UK Rates Now Priced to Reach 4.75%
Three MPC members voted to raise UK rates and markets now price 4.75% by 2027. What a hiking cycle redistributes, told through Lloyds Banking Group.
Long Gilts Have Lost Both Of Their Sellers And The Curve Has Not Noticed
The Bank of England has quietly stopped selling long gilts to the market, and the DMO has cut long issuance to 9 percent of its remit. Both sellers of duration are gone. The curve has not repriced.
London's week: the Fed hiked, but the gilt market moved the FTSE
Oil opened London's week above $108, but it was the Bank of England's decision to stop selling long-dated gilts that moved the FTSE 100 most.
UK Market Breakdown: Builders Fly as Gilts Ease, Week of 14 September 2026
Barratt Redrow jumped almost 12% on Wednesday as gilt yields backed away from 19-year highs, capping three choppy London sessions in which oil, UK inflation at 3.1% and a weak jobs report pulled the FTSE 100 in every direction.
Marks and Spencer (MKS): Shares Rise as Payrolls Fall 26,000
UK payrolls fell 26,000 in August and Marks and Spencer rose 2.64 percent. Why the rate read behind that move is not the one the market assumed.
Oil's 13% week: London's five-day slide and Friday's reprieve
Brent rose 13% to a four-month high of $109.97 and the FTSE 100 fell five sessions running. What our daily London notes flagged, and how the week resolved.
UK Market Breakdown: Oil Tops $100, FTSE Slides, Week of 7 September 2026
Brent crude pushed above $100 a barrel on Wednesday and the FTSE 100 fell 1.38%, its worst session of the week so far. Victrex, Energean and Antofagasta rose, while Computacenter reversed a results-day rally.
Oil up 8%, gilts at 2008 highs, FTSE 100 flat: London's week
Oil rose 8% and gilt yields touched their highest since 2008, yet the FTSE 100 closed at 10,823.71 — barely moved. The four London sessions, reviewed.
UK Housebuilders and the Rate Cut That Is No Longer Coming
Housebuilding is the worst-performing FTSE 350 industry group of 2026. With a September rate cut priced out, Taylor Wimpey shows where the damage lands.
Higher UK Inflation Is Now An Argument Against A Bank of England Rate Rise
The UK energy shock is a real-income squeeze, not overheating. Because bill support is now income-tested rather than universal, CPI prints hotter while demand weakens. The Bank should hold, not hike.