The Kobeissi Letter(@KobeissiLetter):The UK's bond market is collapsing. Today, the yield on a 30Y Bond in the UK hit 5.95%, its highest level since March 1998. Yields in the UK are now 15 TIMES above 2020 levels, with the highest borrowing costs among G7 countries. What is happening? Let us explain. (a thread)

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The Kobeissi Letter@KobeissiLetter

2026.09.15 13:37

The UK's bond market is collapsing. Today, the yield on a 30Y Bond in the UK hit 5.95%, its highest level since March 1998. Yields in the UK are now 15 TIMES above 2020 levels, with the highest borrowing costs among G7 countries. What is happening? Let us explain. (a thread)