The federal government has unveiled a new agreement to finalise the 2026 budget and outline the main direction for economic policy in the coming years. While these steps will help reduce the public deficit, further action will be necessary to stabilise the debt ratio
This year's Autumn Budget could be seismic for UK markets. We think it's more likely to push gilt yields down than up, yet there are several ways – from fiscal rule changes to dubious austerity pledges – which could cause borrowing costs to spike
Despite all the noise around DOGE actions, spending cuts, and tariffs, we don’t think there has been anything these last few weeks that has definitively proven that the actual delivery of tariffs or spending cuts are going to be worse than expected.
