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…
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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…