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As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.

As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.

As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.

Markets remain resilient despite geopolitical and political uncertainty, with oil prices, strong corporate earnings, and AI optimism supporting momentum. However, investor behaviour and rising UK political instability could influence sentiment and keep risks firmly in focus.