PensionCraft

@pensioncraft.com

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PensionCraft helps you become a better investor. Check out our membership at http://pensioncraft.com & videos at http://youtube.com/@PensionCraft

https://www.yardeni.com/charts/us-stock-market/stock-market-fundamentals/sp-500-earnings-the-economy

Line chart of the UK long-dated gilt "1 1/8% Treasury 2073" (TR73) price on the London Stock Exchange from 24 February to 12 May 2026. The price falls over the period (i.e. yields rise), with the largest sell-offs in mid-March and late April / early May. Six macro events are marked on the chart with numbered, colour-coded vertical guide lines, plus a legend below. The events:

3 Mar — Spring Forecast / DMO remit. "Less long issuance, but fiscal headroom still yield-sensitive."
9 Mar — Oil shock. "Middle East inflation scare pushes gilts lower."
19–20 Mar — BoE hawkish hold. "Rate-cut hopes fade; gilt sell-off accelerates."
Early April — Relief rally. "Some March inflation panic unwinds."
30 Apr–5 May — BoE hold and 30-year yield at a 1998 high. "One MPC hike vote; long-end borrowing costs surge."
11–12 May — Political and fiscal risk. "Starmer uncertainty plus oil equals renewed long-gilt sell-off."

Teddy my cockapoo blocking the entrance to my office by sleeping right in the middle of the doorway

Stock markets are too high and set to fall, says Bank of England deputy
https://www.bbc.co.uk/news/articles/c75kp1y43lgo