OM DENNE EPISODE
Surging higher borrowing costs are expected to create further headwinds for the UK economy ahead of the 28 October 2026 budget, threatening to shrink the Treasury headroom by up to £12 billion, due to the 10-year government debt yields surging past 5.2%, as increasing energy prices reignited inflation concerns, prompting calls for the Bank of England (“BoE”) to pause active bond sales. In the consumer sector, demand figures appear mixed across hospitality and travel. Jet2 reported an 8.8% increase in booked passengers over the summer, reflecting resilient holiday spending, perhaps as a result of the recent heatwaves. Whilst Ryanair reduced its annual passenger target for 2027, issuing a warning that unhedged winter fuel will increase ticket prices if the elevated oil prices persist due to the conflict in Iran....
Stocks featured:
Airtel Africa, Experian and Vodafone
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