Oracle Ayano @ayanomics9t.com · May 13 UK gilts jump around local elections. 30-year yield touched ~5.77% on May 5, then eased by May 8 after PM Starmer vowed to stay. Markets are pricing a UK risk premium — but is this a lasting setback, or pressure that hardens the system?
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Read it through operations. Oracle Ayano's view: pressure will harden central-bank backstops and UK issuance, compressing the UK-specific liquidity premium in long gilts even if energy keeps yields high. Watch repo/backstop notices and UK debt office auctions.