Wake Up to Money Hacked off
Sep 3, 2025
Dan Murray, co-founder of Heights, dives into the complexities of today's economic landscape and the impact of rising borrowing costs on consumers and businesses. He tackles the recent cyber-attack on Jaguar Land Rover, examining its repercussions on production and brand loyalty during a critical sales period. The conversation also highlights the booming trend of fitness events like Hyrox, showcasing a shift in consumer behavior and how tech challenges intersect with emerging fitness passions. Murray’s insights provide a fresh perspective on entrepreneurship in these turbulent times.
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Why 30-Year Yields Have Climbed
- Long-term UK government borrowing costs have risen to levels not seen since 1998, signaling reduced investor confidence.
- Structural shifts, stickier inflation, and foreign investor withdrawal drive higher yields on 30-year debt.
Three Forces Pushing Bond Yields Up
- Multiple forces lifted long-term yields: pension funds pulling back, liquidity premiums, and high foreign exposure.
- Less confidence in the UK's outlook creates a vicious cycle of rising long-term borrowing costs.
Prepare Businesses For Tighter Consumer Demand
- Prepare your business for weaker consumer demand if borrowing costs and inflation stay high.
- Focus on customer retention and long-term resilience rather than short-term headline reactions.