UK stocks underperformed broader European peers as climbing gilt yields weighed on risk appetite and offset gains seen in major luxury and energy names. Market watchers noted that the shift in bond markets reflected renewed concerns about inflation persistence and delayed monetary easing. While select blue-chip commodity firms provided stability, overall investor sentiment remained cautious ahead of upcoming economic data from the US and eurozone. Analysts highlighted that yield-driven volatility may continue influencing UK equity flows in the near term.