Special Episode: UK Budget – Macro impact, market reaction

Capital Economics Weekly Briefing

After weeks of leaking and background briefings, Rachel Reeves finally revealed her debut UK Budget. Paul Dales, Diana Iovanel and Andrew Kenningham held an online client briefing about the Chancellor’s tax, borrowing and spending plans and what they mean for the UK economy and markets. This exclusive extract focuses on:

• What this Budget means for growth and Bank of England policy;
• How financial markets received the Budget news and where gilt yields are heading;
• What this Budget could mean for the UK housing market.