UK Gilt Yields Soar, Gulf Deadlock Deepens, and Container Rates Diverge
This edition covers the UK's economic challenges and EU reset talks, escalating US-Iran tensions impacting oil and LNG markets, Indonesia's coal-reliant industrial growth, and diverging container spot rates.
“Gilty” As Charged
UK focused on EU reset talks and reassuring markets in first week back from summer.
The long, hot summer has finally come to pass as workers return to their desks for September’s “back to school” moment, in the private sector as much as in Westminster. Despite taking over from Sir Keir Starmer on 20 July, the summer recess soon afterwards meant that Andy Burnham’s premiership began with a hiatus from the main business of government. With parliament returning last Tuesday, Burnham has had his first proper week in the job as Prime Minister. So, how has he been getting on?
UK-EU Relationship
First on the Prime Minister’s plate comes the UK-EU relationship. He has called for a continuation of on his predecessor’s efforts to “reset” ties with the Brussels, most notably by hosting French President Emmanuel Macron in Number Ten on Thursday. London is particularly interested in the EU’s “Made in Europe” drive to prioritise European-made goods in public contracts, which could have a major…
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