Core Viewpoint - The UK market is experiencing a significant downturn due to internal conflicts within the ruling party, leading to a sharp decline in government bonds and the currency, alongside political uncertainty surrounding the Chancellor of the Exchequer, Rachel Reeves [1][4][8]. Group 1: Political Developments - The Labour Party's sudden policy shift on welfare reform has created a £5 billion funding gap in Reeves' fiscal plan, raising concerns about her political future [4][7]. - Prime Minister Keir Starmer's ambiguous support for Reeves during parliamentary questioning has intensified fears regarding her stability in the role [4][8]. - Reeves' emotional response in parliament, reportedly shedding tears, has further fueled speculation about her position [5][9]. Group 2: Economic Implications - The failure to implement the planned £5 billion cuts to disability benefits has forced the government to consider further tax increases in the autumn [7]. - The Office for Budget Responsibility (OBR) projects modest economic growth of 1% in 2025 and 1.9% in 2026, which may exhaust the government's fiscal space [7]. - The 10-year UK government bond yield surged to 4.63%, marking the largest single-day increase since April, reflecting market concerns over political uncertainty and fiscal discipline [1][8]. Group 3: Market Reactions - Financial markets have reacted strongly to the political instability, with the pound dropping by 1% against the dollar, indicating growing investor anxiety about the UK's public finances [1][8]. - Analysts suggest that the market's reaction to bond prices indicates a preference for Reeves, as she is viewed as a guardian of fiscal discipline [8].

国际货币基金组织：英国财政目标面临重大风险。 ...

巴西财长Haddad：为了实现财政目标的措施将于下周与巴西总统卢拉进行讨论。 ...

巴西财长Haddad：我们将实现财政目标，一切措施都将采取以确保达成目标。 ...