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Weekly Market Commentary – 5th September

8 September 2025

This week falling bond prices pushed gilt yields up to their highest in more than 25 years. The UK is not alone. Long-dated bond yields have moved higher for most developed countries. The move was mostly reversed by the weekend. However, long-dated gilt yields have moved steadily higher this year, and this will be of concern to the government as…

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Weekly Market Commentary – 5th September
Bond markets raise chance of disappointment as they price for aggressive rate cuts in 2024

Bond markets raise chance of disappointment as they price for aggressive rate cuts in 2024

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More good news on inflation keeps markets in a positive mood

More good news on inflation keeps markets in a positive mood

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Chancellor hopes national insurance cut will put voters in a positive mood

Chancellor hopes national insurance cut will put voters in a positive mood

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Markets look towards rate cuts as central banks try to tamp down expectations

Markets look towards rate cuts as central banks try to tamp down expectations

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Every month we share our insights about the UK economy, world affairs and what this means for capital preservation and financial well being.