Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

Brexit crisis pushes UK borrowing costs to record lows

Published 03/09/2019, 12:22
Brexit crisis pushes UK borrowing costs to record lows
GB2YT=RR
-
GB5YT=RR
-
GB10YT=RR
-
GB20YT=RR
-
GB30YT=RR
-

By Andy Bruce

LONDON (Reuters) - British government borrowing costs plunged to record lows on Tuesday as the Brexit crisis prompted investors to seek the safety of gilts which outperformed both European and U.S. debt markets.

British lawmakers will try on Tuesday to stop Prime Minister Boris Johnson from pursuing a no-deal Brexit, a challenge that a senior government source said would prompt Johnson to call for a snap election on Oct. 14.

The 10-year gilt yield (GB10YT=RR) slumped to a new record low of 0.341% in early trading, according to Refinitiv data, and it recovered only some of its losses to stand at 0.367% as of 1045 GMT -- down 5 basis points on the day.

Although German Bund and U.S. Treasury yields also fell, the move was more pronounced in gilts, signalling stronger demand for British debt.

British yields have fallen sharply in recent months, reflecting not only gilts' safe-haven allure but also expectations that the Bank of England will be forced to stimulate the economy, through interest rate cuts and further purchases of gilts, in the event of a no-deal Brexit.

"Clearly the latest political developments are what's causing the more emphatic move in gilts," John Wraith, strategist at UBS, said.

Twenty and 30-year gilt yield (GB20YT=RR) (GB30YT=RR) also fell to record lows of 0.753% and 0.858%.

At the short end, the five-year gilt yield (GB5YT=RR) fell to its lowest since October 2016 at 0.202%, while the two-year yield (GB2YT=RR) touched its lowest since September 2017 at 0.265%.

The premium that 10-year gilts hold above comparable German Bunds narrowed on Tuesday to its lowest level since Aug. 13 at 109 basis points, down 3 bps on the day.

Gilt yields could have further to fall if Britain's political crisis were to become more precarious, but this was not a one-way bet, Wraith said.

An election could lead to looser fiscal policy by the next government, a weaker pound that would boost inflation or the election of a government with a softer approach to Brexit, all of which could reduce demand for gilts, he said.

Britain sold 3 billion pounds of the 0.625% 2025 gilt , attracting bids worth 1.84 times the amount on offer -- the weakest bid-cover ratio for a conventional gilt auction since June 25.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.