The heavily anticipated UK Autumn Budget has come and gone, without causing too much in the way of alarm among market participants. Sterling and gilts actually rallied following the announcement, but what was behind this rather subdued reaction? And what might the budget mean for the UK economy in 2026? Meanwhile, the Federal Reserve appears almost certain to cut rates again at its December meeting, despite the lack of data releases due to the US government shutdown. We give our thoughts ahe...
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The heavily anticipated UK Autumn Budget has come and gone, without causing too much in the way of alarm among market participants. Sterling and gilts actually rallied following the announcement, but what was behind this rather subdued reaction? And what might the budget mean for the UK economy in 2026? Meanwhile, the Federal Reserve appears almost certain to cut rates again at its December meeting, despite the lack of data releases due to the US government shutdown. We give our thoughts ahe...
Germany’s fiscal bazooka: A shot in the arm for the euro?
FX Talk - an Ebury podcast
22 minutes
9 months ago
Germany’s fiscal bazooka: A shot in the arm for the euro?
In this week’s episode of FX Talk, Matt and Roman are joined by our Sao Paulo analyst, Eduardo Moutinho, to discuss the latest headlines in the currency market. The dollar has sold-off sharply against most currencies in recent weeks as investors fear a slowdown in US growth. Yet, with the Federal Reserve sticking to its cautious approach to cuts, is this move lower in the greenback perhaps overdone? Meanwhile, the euro has surged above the $1.09 level this month, buoyed by the news of a mass...
FX Talk - an Ebury podcast
The heavily anticipated UK Autumn Budget has come and gone, without causing too much in the way of alarm among market participants. Sterling and gilts actually rallied following the announcement, but what was behind this rather subdued reaction? And what might the budget mean for the UK economy in 2026? Meanwhile, the Federal Reserve appears almost certain to cut rates again at its December meeting, despite the lack of data releases due to the US government shutdown. We give our thoughts ahe...
