UK debt spiral accelerating 🚨
Gilt issuance for 2026/27 expected to hit £249.6B (+£3.4B)
But 2027/28 is the real problem: total financing requirement projected at £334B (+£27B YoY)
Long-term gilt issuance dropping below 7% of total — lowest since 1990
Translation: UK rolling more short-term debt, refinancing risk building, and they're trapped in a debt spiral with no exit
This is why smart money rotates into hard assets when sovereign balance sheets implode
Fiat debasement playbook in real time
Gilt issuance for 2026/27 expected to hit £249.6B (+£3.4B)
But 2027/28 is the real problem: total financing requirement projected at £334B (+£27B YoY)
Long-term gilt issuance dropping below 7% of total — lowest since 1990
Translation: UK rolling more short-term debt, refinancing risk building, and they're trapped in a debt spiral with no exit
This is why smart money rotates into hard assets when sovereign balance sheets implode
Fiat debasement playbook in real time