FTSE 100 tumbles as oil shock sends UK borrowing costs back to 1998

The FTSE 100 fell to a two-month low on Tuesday as another surge in oil prices drove UK borrowing costs higher, outweighing the usual boost that expensive crude can give London's heavyweight energy shares. The blue-chip index dropped 0.59% to 10,634.49 by 1000 GMT, while the FTSE 250 lost 0.46%.

Invezz • Sep 15, 2026

It might be time to consider the ‘most hated, under-owned asset class,' says this strategist

Vincent Deluard, market strategist at StoneX, recommends pairing British equities with a trade that shorts the euro against the Japanese yen.

Market Watch • Sep 15, 2026

FTSE 100 rises as investors seek defensive stocks amid higher yields

London's FTSE 100 index rose on Monday as investors moved towards defensive sectors, including healthcare and consumer staples. The gains came as oil prices and bond yields resumed their advance ahead of a week filled with central bank policy decisions.

Invezz • Sep 14, 2026

FTSE 100 snaps five-day losing streak: why the relief rally may be fragile

The FTSE 100 rose on Friday, snapping a five-session losing streak as oil prices retreated and stronger UK growth data improved sentiment towards domestic stocks. The blue-chip index gained 0.45% to 10,656.78 by late morning, while the FTSE 250 added 0.36%.

Invezz • Sep 11, 2026

Oil prices rise above $100 a barrel for first time since July as Iran war escalates

Brent crude up by more than 2% after latest fire between US and Iran in Gulf and Houthi attacks on Saudi cities

The Guardian • Sep 9, 2026

G10's ‘surprise' currency star could stumble as peers hike interest rates

The British pound has gained against many of its peers in the year to date, though strength from earlier has begun to fade. Traders thought the Bank of England may be pushed to hike interest rates in response to an inflationary shock from the Iran war, but the central bank is now seen as more dovish than those in the euro area and the U.S.

CNBC • Sep 9, 2026

UBS expects Bank of England to hold rates but strike more hawkish tone

UBS expects the Bank of England to keep interest rates unchanged at 3.75% at its meeting on 17 September, in line with market pricing. The bank's economists forecast the Monetary Policy Committee will repeat the 6-3 vote split seen in July, with Huw Pill, Megan Greene and Catherine Mann again pushing for a quarter-point hike.

Proactive Investors • Sep 9, 2026

UK publishes legislation for tougher sanctions on Iran

Britain ‌on Tuesday published legislation to introduce tougher sanctions on Iran, expanding trade restrictions ​and powers to target ships ​as part of what it described ⁠as wider effort to curb ​Tehran's nuclear programme and other hostile ​activities.

Reuters • Sep 8, 2026

Why is $100 oil becoming a bigger threat to the FTSE 100 than investors think?

London's FTSE 100 fell on Tuesday as oil's advance towards $100 a barrel revived inflation concerns and pressured rate-sensitive shares, even as gains in energy producers and miners prevented a steeper decline. The blue-chip index was down 0.6% at 10,816.59 by late morning, while the FTSE 250 slipped 0.24%.

Invezz • Sep 8, 2026

U.K Pays Multi-Decade High Yields at Long-Term Debt Sale

The U.K. sold 4.25 billion pounds ($5.75 billion) in a long-dated debt sale at the highest yield since 1998, a sign of how rising borrowing costs are posing challenges for governments facing historically high levels of debt.

WSJ • Sep 8, 2026