The UK Budget: Reeves’ mild medicine
A Budget described as benign is rarely headline-grabbing. No sweeping tax cuts, no sharp spending pivots, no surprises. Yet in the gilt market which is arguably the most…
In recent months, investors have been so fixated on the uncertain trajectories of AI valuations and “AI winners vs losers” narratives that we’re watching a classic misall…
A Budget described as benign is rarely headline-grabbing. No sweeping tax cuts, no sharp spending pivots, no surprises. Yet in the gilt market which is arguably the most…