UK bond vigilantes ride again

英国债券守望者再次出击

FT News Briefing

2026-05-13

11 分钟
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单集简介 ...

UK gilt investors are weighing in on who they would like to see replace Prime Minister Sir Keir Starmer, and the fund raising for Blue Owl is running dry. Plus, the US economy is hurting due to high inflation and eBay says no thanks to GameStop’s takeover bid.  Mentioned in this podcast: Who do gilt investors want to lead Britain?  UK borrowing costs surge as Starmer leadership crisis rattles bond  Fuel, munitions and food: Trump’s Iran war rips across US economy US inflation jumps to 3.8% as Trump’s Iran war sends petrol prices soaring Blue Owl retail fundraising evaporates amid private credit concerns Ebay rejects $56bn GameStop bid as ‘neither credible nor attractive’ Get in touch with us at podcasts@ft.com  Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Katya Kumkova, Saffeya Ahmed, and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. 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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  • Thinking long-term about your investment career?

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  • Published by Capital Client Group, Inc. Good morning from the Financial Times.

  • Today is Wednesday, May 13th, and this is your FT News Briefing.

  • UK guilt investors do n't get to choose the country's next prime minister,

  • but they are certainly making their voices heard.

  • And some new numbers show just how tough things are for Blue Owl right now.

  • Plus U.S. Inflation?

  • Woof.

  • So far, since the Iran war began, households had spent about $37.9 billion extra on gas as a result of the conflict.

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

  • UK bond traders are not happy with the country's political situation right now.

  • There 's mounting pressure on Prime Minister Keir Starmer to step down,

  • and gilt investors are worried about who would replace him.

  • So-called bond vigilantes are sending that signal through a sizable debt sell-off.

  • 30-year gilts hit their highest level since 1998 this week.

  • Here to discuss what exactly gilt investors want or don't want is FT senior markets correspondent Ian Smith.

  • Hi, Ian.

  • Hey, Mark.