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...
All content for FX Talk - an Ebury podcast is the property of Ebury FX Talk and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
US economy defying the odds, but is it recession proof?
FX Talk - an Ebury podcast
22 minutes
7 months ago
US economy defying the odds, but is it recession proof?
The dollar has continued to lose ground against most major and emerging market currencies in the past few weeks. A US court ruling that deemed White House tariffs to be illegal has been delayed pending an appeal. Trade negotiations are ongoing, although these have failed to yield much progress thus far. Investors are also fearful that Trump’s “Big, Beautiful” tax bill could lead to a sharp increase in US debt in the next few years. Thus far, however, the world’s largest economy is hold...
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...
