PWLB briefing

End of Day Wrap-Up

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UK gilt yields rose sharply across the curve today, driving PWLB maturity rates higher by 3–4bp and increasing borrowing costs for local authorities.

GILT MOVE SUMMARY

  • 2y: 4.393% (+7bp) — front-end led the move higher.
  • 10y: 5.048% (+7bp) — belly matched the front-end rise.
  • 30y: 5.774% (+6bp) — long end also moved higher, though slightly less than shorter tenors.

PWLB CLOSE SNAPSHOT

Tenor Rate Change
1y 5.20% +4bp
5y 5.58% +4bp
10y 6.05% +3bp
25y 6.67% +3bp
50y 6.45% +3bp

WHAT DROVE TODAY

  • No major UK data releases today; Nationwide house price data (YoY 1.80% vs 1.90% f/c) was close to forecast and did not move markets.
  • The move was part of a global selloff in government bonds, with US Treasury yields rising after hawkish commentary from several Fed officials calling for higher rates to curb inflation.

WHAT THIS MEANS

  • PWLB maturity rates ended the day 3–4bp higher across the curve.
  • Borrowing costs for local authorities increased modestly compared to yesterday.
  • The move was broad-based, with no tenor immune from the rise in yields.

NEXT ON THE DIARY

  • Monday 09:30 — S&P Global Manufacturing PMI Final (Forecast: 52.8)

PWLB rates closed higher in line with the gilt market, reflecting global rate pressures and a risk-off tone in fixed income.

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 31 July 2026 · July 2026 archive · All PWLB briefings