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#gilts
Stock analysis posts tagged "gilts" from Openbook.
Gilts at 6% and oil at $105: how London still ended the week up
Gilts touched 6% and Brent hit $105.60, yet the FTSE 100 still finished the week about 0.9% higher. Friday's miner-led rally did all of the work.
The 30-year gilt broke 6%: how London lost 233 points this week
A 30-year gilt yield above 6%, a 1.68% Thursday rout and a badly missed US jobs report: the week London's bond market, not its politicians, set the agenda.
Gilts and oil ran London's week: the FTSE 100 added 64 points
London's week in review: the FTSE 100 gained 64 points, yet the gilt market and a $7 round trip in Brent crude, not company results, decided the path.
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.
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.
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 Market Breakdown: Gilts Bite, Bidders Circle, Week of 31 August 2026
London's two-session week was dominated by a global bond rout: 10-year gilt yields hit their highest since June 2008 and the FTSE 250 fell to a one-month low, even as three UK companies agreed takeovers in a single day.
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.