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Gilt Yields Jump to 28-Year High as Labour Leadership Crisis Deepens

Markets signal greater fiscal risk from a drawn-out contest with a possible spending tilt.

Overview

  • UK 30-year government bond yields, which jumped Tuesday to about 5.81%, reached their highest since 1998 and raised the cost of state borrowing.
  • Sterling fell about 0.6% to $1.352 and slipped against the euro as the FTSE 100 dropped more than 1% at the open on higher oil prices.
  • Pressure on Prime Minister Keir Starmer intensified after ministers urged a resignation timetable and more than 70 Labour MPs called for him to go.
  • Party factions moved to shape the succession, with Wes Streeting positioned for a quick centrist bid while the Left backs Andy Burnham and pushes for a slower contest.
  • Analysts warned that a shift toward more spending could embed inflation and trigger a deeper sell-off in longer-dated gilts.