RE: Lloyds4 Nov 2025 15:38
Dorfan, the two little gems in your post are:
- “LLOY, was down (only) slightly on the day”
- UK government bond yields fell as she reiterated her commitment to fiscal rules, potentially lowering the government's borrowing costs.
Both these key facts tell us what we need to know as investors in Lloyds and how the budget is being viewed in terms of UK fiscal risk, as viewed internationally.
On Lloyds a slight drop is neither here not there!
On the UK fiscal risk as viewed internationally, Rachel getting the bull by the horns and bringing in a budget that is going to deal with the perilous dire straits the UK economy is in, has been given the stamp of approval by the bond markets.