Banking & Mortgages: A global bond sell-off pushed UK 30-year gilt yields above 6%, feeding through to higher mortgage rates and fresh payment shock for borrowers, with Reuters flagging some deals set to treble monthly costs. Inflation Watch: The Bank of England’s Decision Makers’ Panel showed firms’ one-year inflation expectations edging up and uncertainty rising, adding pressure ahead of the next rate decision. City & Markets: Investors are rotating out of France and into Britain, while UK borrowing costs hit multi-decade highs and equity sentiment stays fragile. Fintech & Regulation: The FCA published tokenisation feedback and called for input, while stablecoin rules in Europe face renewed pressure after a 50,000+ letter campaign to loosen MiCA restrictions on rewards. AI in Finance: BT launched “AI from BT” for UK businesses, and the Bank of England warned AI could amplify market risks. Competition & Telecoms: The CMA raised concerns that the nexfibre/Netomnia broadband deal could harm FTTP competition. Payments & Retail Banking: Barclays is axing 132 high-street ATMs, leaving at least one town with no cash machines. Energy & Investment: Actis plans a $2bn renewable energy push in India, and the “Great British Grid” idea targets faster network build-out. Skills Gap: A UK tech skills survey says gaps could cost firms ~£380,000 a year and that AI adoption is outpacing workforce literacy. Sports Finance Spillover: Manchester City’s Premier League financial breaches appeal looms, with wider political and integrity concerns spilling into HMRC scrutiny.