UK Financial Pulse: Inflation Softens, Fragility Persists and Financial Services Keeps Building

Key Points from the Week:  UK macro conditions offered tentative signs of easing inflationary pressure this week, with softer inflation, slower wage growth, weaker labour market data and contracting business…

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UK Financial Pulse: Gilt Yields at 1998 Highs, Political Pressure Builds and the Deals Keep Coming

Key Points from the Week: UK markets endured another turbulent week as political instability, persistent inflation and geopolitical risk converged on gilts, sterling, and broader financial assets. Long-dated gilt yields…

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UK Financial Pulse: Borrowing Costs Spike, Sentiment Swings and Financial Services Presses On

Key Points from the Week: UK markets remained under pressure from a complex mix of geopolitical and domestic political uncertainty, with gilts, sterling and equities all moving in close step…

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UK Financial Pulse: Front-Loaded Recovery, Constrained Policy and Dealmaking That Keeps Delivering

Key Points from the Week: The UK economy is showing signs of near-term resilience, but the foundations are fragile. Strong mortgage approvals and consumer lending reflect households bringing forward borrowing…

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