FTSE 100 suffers worst single-day sell-off since May

UK · 2026-10-01

1. Step 1 · The triggera Europe-wide bond market rout pushes UK government borrowing costs higher
2. Step 2 · Knock-onhigher gilt yields raise the discount rate, compressing FTSE 100 equity valuations
3. Step 3 · Knock-onbanks and housebuilders see funding costs and demand weaken as mortgage and loan rates rise
4. Step 4 · Reaches youUK SMEs face tighter credit and weaker demand as higher rates pass through to their financing and customer base

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: City A.M.

This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.