What’s bothering bonds?

What’s bothering bonds?

From Unhedged by Financial Times & Pushkin Industries

May 14, 2026 · 24 min

About this episode

The episode discusses the rising yields on UK gilts and the broader implications for borrowing costs globally.

Yields on UK gilts are skyrocketing. But the UK is not the only country facing rising borrowing costs. Today on the show, Katie Martin and Rob Armstrong talk to new Unhedged contributor and former Bank of England employee Daire MacFadden about the new landscape of borrowing. Also, they go short the Lime e-bike IPO and long macarons.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Katie Martin, Rob Armstrong

Guest: Daire MacFadden

Topics covered

  • bonds
  • borrowing costs
  • UK gilts
  • Lime e-bike IPO
  • macarons
  • financial landscape

Keywords

  • bonds
  • borrowing costs
  • UK gilts
  • Lime e-bike IPO
  • macarons
  • financial news

Sponsors

Unhedged

Mentioned in this episode

Organizations: Bank of England, Unhedged, Financial Times, Pushkin Industries

Places: UK

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