Week of 25 May 2026

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Week of 25 May 2026
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Weekly markets 25 05 2026
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UK gilts post their best week in two and a half years — 10-year yields fall to 4.9% after Labour leadership frontrunner Andy Burnham pledged to stick to the government's borrowing limits, calming a bond market that had been on edge all week. Softer inflation and falling oil prices reinforce the case for a less hawkish Bank of England. We look at China's outbound M&A push, where Anta's €1.5bn stake in Puma and Shein's Everlane acquisition signal Chinese brands aggressively expanding abroad as domestic competition bites. We close with hedge funds banking $2.3bn shorting Flutter and DraftKings as prediction markets devour the $17bn US sports betting market.