Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor

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Intelligence Talks

Knight Frank

131 episodes

3 weeks ago

From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

New episodes fortnightly.

Hosted on Acast. See acast.com/privacy for more information.

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From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

New episodes fortnightly.

Hosted on Acast. See acast.com/privacy for more information.

Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor

Intelligence Talks

35 minutes 57 seconds

1 month ago

Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor

In this second of three post-Budget specials, Tom Bill is joined by Michael Brown from Pepperstone to unpack a chaotic week for Westminster, the markets and the wider economy. From the unprecedented OBR leak and the Treasury’s credibility problem to front-loaded spending, back-loaded tax rises and why gilt markets may be calm for now, Michael explains what really mattered in the Budget, what the Bank of England is likely to do next, and why political risk may be the biggest story of 2026.

Hosted on Acast. See acast.com/privacy for more information.