PWLB briefing

End of Day Wrap-Up

·

UK gilt yields fell notably across the curve today, leading to modest declines in PWLB rates at all maturities.

GILT MOVE SUMMARY

  • 1y: 4.042% (-7bp) — front-end led declines.
  • 10y: 4.897% (-7bp) — belly moved in line with short end.
  • 30y: 5.623% (-6bp) — long end also declined, but slightly less.
  • 50y: 5.212% (-6bp) — parallel move across long maturities.

PWLB CLOSE SNAPSHOT

Tenor Rate Change
1y 5.09% +2bp
5y 5.49% +3bp
10y 5.99% +2bp
25y 6.61% +2bp
50y 6.42% +2bp

PWLB rates reflect the twice-daily reset and track the direction of gilt yields.

WHAT DROVE TODAY

There were no major UK economic data releases today with direct relevance for gilts. The RICS House Price Balance came in at -33% (Forecast: -30%, Previous: -34%), but this is a medium-impact release and unlikely to have driven the move. News flow was dominated by renewed geopolitical tensions in the Middle East, including US-Iran military action and associated volatility in oil prices, which contributed to a risk-off tone and lower yields across global government bond markets. No single domestic event was clearly responsible for the parallel decline in UK yields.

WHAT THIS MEANS

  • Borrowing costs via PWLB ended the day slightly lower across all maturities, reflecting the decline in underlying gilt yields.
  • The move was broadly parallel, with no significant change in curve shape.
  • Intraday volatility was limited, with rates tracking the gilt market directionally through the day.

NEXT ON THE DIARY

  • Monday 10:00 — GBP Index-Linked Gilt 2038 Auction (LOW impact)
  • Calendar is light into the next business day for high/medium impact UK data.

PWLB borrowers saw a modest improvement in funding levels today as market yields declined in response to global risk sentiment.

This commentary is for information only and does not constitute financial advice. Always verify rates directly with PWLB or official sources before making borrowing decisions.

All briefings for 9 July 2026 · July 2026 archive · All PWLB briefings