UK bond market wades through Budget uncertainty

英国债市在预算不确定性中艰难前行

FT News Briefing

2025-11-17

12 分钟
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Goldman Sachs is on track to notch its best performance in the global deals market in 24 years. Plus, what UK gilt markets are looking for after Friday’s selloff, and how Spain’s deficit is set to fall below Germany’s for the first time in two decades. And, the government shutdown has posed complications for US economic data collection.  Mentioned in this podcast: Goldman Sachs on brink of best M&A performance in 24 years UK politics as it happened — Gilts sell off on tax plan U-turn US economic outlook obscured by shutdown-triggered data gap Spain’s deficit to fall below Germany’s for the first time in two decades UK to launch first lead poisoning screening study of children after FT investigation Toxic legacy: uncovering the threat of lead poisoning Today’s FT News Briefing was produced by Julia Webster, Sonja Hutson, and Marc Filippino. Our show was mixed by Alexander Higgins. Additional help from Peter Barber. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from The Financial Times.

  • Today is Monday, November 17th, and this is your FT News Briefing.

  • Goldman Sachs has taken the deals world by storm this year,

  • plus we look at why the British government's budget is sending fresh worry through bond markets,

  • and will wade through the issues the U.S.

  • government shutdown has posed for reliable data collection in America.

  • The more we shift to a disparous mosaic of private data,

  • it just leaves a more broken-up picture of the economy.

  • I'm Victoria Craig, and here's the news you need to start your day.

  • Goldman Sachs is on track to capture its biggest share of the global deal market in almost a quarter century.

  • Though it was a slow start,

  • 2025 has been the busiest period for mergers and acquisitions since the pandemic boom of 2021.

  • That's in part due to the Trump administration's increasingly laissez faire attitude toward big corporate tie-ups.

  • and Goldman has been involved in some of the biggest deals,

  • including the most lucrative transaction in the bank's history.

  • This quarter, it secured a $110 million fee for advising Electronic Arts on its Take Private deal.

  • All of that has helped push Goldman's share price to record levels.

  • However, While it advised on 34% of the value of all deals,

  • it won't get anywhere close to a third of the fees.

  • That number looks closer to 10.7%, which is still strong by historical standards.