Markets
UK House Prices Stall as Mortgage Rates Hit Three-Year High
UK house prices were flat in September as the average five-year fixed mortgage rate hit 6% for the first time in three years, Lloyds data shows.
By Jamie Fisher
UK Gilt Yields Spike to 2007 Levels: What It Means for Sterling and Rate Bets
10-year gilt yields just hit their highest level since 2007. With oil-driven inflation forcing the Bank of England's hand, here's what it means for sterling.
By Jamie Fisher
Government Boost to Pensions: What It Means for Markets
A 3.9% triple lock rise will push the full state pension above £13,000 for the first time. For markets, it's fiscal stimulus wearing a welfare disguise.
By Jamie Fisher
AI Safety Demands Just Shifted Market Fundamentals. Execs Aren't Ready
Amodei's slowdown essay, Altman's IPO delay, and a Middle East oil shock just collided. Here's what it means for enterprise buyers and capex planning.
By Jamie Fisher