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UK Budget and US mid-terms: What matters for markets?
In this special crossover episode of Currency Exchange and Bondcast, host Imogen Bachra is joined by Brian Daingerfield and Ross Walker to explore the market implications of the upcoming UK Budget and US mid-term elections.
The discussion examines the UK’s fragile fiscal position, expectations for borrowing and gilt issuance, and the growing likelihood of a Bank of England rate hike. The guests also assess the potential outcome of the US midterms, considering what a Democratic victory in Congress could mean for fiscal policy, Federal Reserve appointments and geopolitical risks.
Key takeaways…
The skinny
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