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...
Trump vs. China: The fallout (with special guest Isabel Ye)
FX Talk - an Ebury podcast
27 minutes
3 months ago
Trump vs. China: The fallout (with special guest Isabel Ye)
SPECIAL GUEST ALERT. We’re delighted to be joined on this week’s episode by Ebury’s Director of China Initiatives, Isabel Ye Qiu. The unveiling of President Trump’s tariffs has wreaked havoc with supply chains globally, particularly in China. How are businesses reacting? Can China keep its advantage over the rest of the region and how can Ebury assist in the current environment. Isabel tells us all! In markets, the dollar sank following the release of another soft US payrolls report. What do...
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...
