POPULARITY
Who's winning 2-0? Find out on this week's PlayingFTSE Show!Steve W's matched the S&P 500 this week and Steve D's not far behind. Despite some big movements, it's all pretty tight in the stock market this week.3i – one of the FTSE 100's top performers – crashed at the end of the week. It's been a bad year for private equity firms, but the company had been holding up well. Steve W thinks he knows what's going on. And it has less to do with the private equity theme than the ongoing retail theme of falling like-for-like sales growth…Steve D's been looking at Taylor Wimpey. The latest results look decent and the stock moved a little bit as a result, but there are probably bigger things going on for the firm.The UK Budget is on the way and there's plenty to focus on there. But is a 9% dividend yield part of the problem or something for investors to get excited about?QXO is a stock most UK investors probably don't have on their radars, but Steve W thinks they should. He's got his eye on a 500% gain in the next 10 years. The firm is planning to roll up the building materials industry and it has a CEO with a very impressive track record. There's a lot of eggs in a basket called “Brad Jacobs”, though.Tecnoglass has released its latest earnings and our resident shareholder - Steve D - is not impressed. Higher costs are weighing on margins and that's not a good sign. Should he cut bait with this one or wait around for a better environment? Steve W thinks it might still have some promise, but the big question is how long it takes to realise this.Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:50 3I25:39 TAYLOR WIMPEY50:41 QXO1:04:18 TECNOGLASS► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
The budget is the main event risk for the UK market. We discuss what we expect Chancellor Reeves to deliver, what this means for the Bank of England, Gilt issuance, rate markets and the currency. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.
It has been a whirlwind week in Westminster with the BBC in crisis and a supposed challenge to the prime minister's leadership. So, was there a putative coup from within Keir Starmer's own cabinet? Is there a “toxic culture” in Downing Street? Plus: the panel's take on the runners and riders for the top job at the national broadcaster. Host George Parker is joined by Anna Gross, Stephen Bush and Jim Pickard to discuss. This episode was recorded before the FT broke the story about the chancellor scrapping proposals to raise income tax. Read the article here: Starmer and Reeves drop proposal to increase income tax rates in Budget Plus, stay tuned for our panel discussion next week ahead of the Budget on November 26. Follow George @georgewparker.bsky.social; Jim @pickardje.bsky.social and Stephen @stephenkb.bsky.socialWant more? Self-inflicted leadership crisis unites factions against Starmer ‘He's played a blinder': How Wes Streeting won the weekBrain-dead Labour retreats to its comfort zone: campaigningWho will be the next director-general of the BBC?And sign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek analysis. Get 30 days free.Plus, the FT is hosting a live webinar on November 28 on what the UK Budget will mean for your money. You can put questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinar. Our email address is politicalfix@ft.comPolitical Fix was presented by George Parker and produced by Lulu Smyth. The executive producer is Flo Phillips. Original music by Breen Turner, mix by Odinn Ingibergsson. The video engineers are Petros Gioumpasis and Andrew Georgiades. The FT's acting co-head of audio is Manuela Saragosa.Clip from BBCRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Money, it's often said, is a form of trust and central banks are the custodians of that trust; it's their job to guarantee that the money they issue maintains stable purchasing power. More recently, that's been no easy task. Witness President Donald Trump's attacks on the independence of the US Federal Reserve. The FT's chief economics commentator, Martin Wolf, speaks to Agustín Carstens, former general manager of the Bank for International Settlements – the “central bank of central banks” – and one-time governor of the Bank of Mexico, to discuss what central banks can do to maintain trust in a fractured world and asks if they must modernise to maintain authority.Martin Wolf is the FT's chief economics commentator. You can read his columns here: https://www.ft.com/martin-wolfSubscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen. Presented by Martin Wolf. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Original music from Breen Turner, and sound design by Simon Panayi.Register for a November 28 live webinar on what the UK Budget will mean for your money and put your questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinarThe webinar will also be broadcast as a bonus edition on two FT podcasts: Claer's Money Clinic and the weekly UK politics show Political Fix, presented by George Parker while Lucy Fisher is on maternity leave.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Chris McCann of Blevins Franks International Tax and Wealth Management talks to Howard Brereton #Wealth #Tax #WealthManagement #Spain #Expat #Brexit
With just three weeks to go until the Budget, Rachel Reeves gave a surprise speech to reset expectations on who she's planning to hit with more taxes on November 26. This has fuelled further speculation about whether the government's central manifesto pledge to not raise income tax rates is now doomed. Host Miranda Green is joined by FT colleagues Jim Pickard, Sam Fleming and Katie Martin to discuss the chancellor's options: a pick'n'mix of tax rises or breaking a central pledge to the electorate. What then happens to the Labour government's credibility, and how are the markets likely to react? Plus: can Reform become fiscally respectable?Follow Miranda @greenmirandahere.bsky.social; Jim @pickardje.bsky.social; and Katie @katie0martin.ft.comWant more? What are Rachel Reeves' tax options in the Budget? Bond markets are winning the Budget stand-off Robert Shrimsley: The inescapable logic of Labour's choices Inside Politics: Why Rachel Reeves won't raise income taxPaywalled: End of The Line: how Saudi Arabia's Neom dream unravelled Sign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek analysis. Get 30 days free.Plus, the FT is hosting a live webinar on November 28 on what the UK Budget will mean for your money. You can put questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinar. Our email address is politicalfix@ft.comPolitical Fix was presented by Miranda Green and produced by Lulu Smyth. The executive producer is Flo Phillips. Original music and mix by Breen Turner. The video engineers are Bianca Wakeman and Andrew Georgiades. The FT's acting co-head of audio is Manuela Saragosa.Clip from ITV Hosted on Acast. See acast.com/privacy for more information.
Economists like to model people as rational creatures who make self-interested decisions. But humans don't act that way. Why do investors, politicians and ordinary people act against their best interests – and how can they be nudged into making better decisions? To find out, FT economics commentator Chris Giles speaks to Richard Thaler, the founding father of behavioural economics. Thaler is a professor at the University of Chicago who won the 2017 Nobel Prize in Economics for his work on how humans make (often irrational) decisions.On November 28, the FT will be holding a live webinar on what the UK Budget will mean for your money. Viewers will be able to put their questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. To sign up, get your free pass here. Subscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen.Presented by Chris Giles. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Original music by Breen Turner. Sound design by Breen Turner and Samantha Giovinco. Our broadcast engineer is Andrew Georgiades.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
This week Derek Halpenny, Head of Research Global Markets EMEA & International Securities is joined by Henry Cook, Europe Economist to discuss the implications of the BoE MPC monetary policy decision this week. Henry and Derek discuss the key takeaways from the meeting and the financial market impact on rates and the pound. The upcoming budget implications are also discussed. The budget is crucial both from a political and markets perspective. The outlook for ECB monetary policy and MUFG's ECB policy and euro forecasts are also outlined.
In this episode of the Scottish Property Podcast, Nick and Steven are back together for the November 2025 Market Update — discussing everything from their recent trip to Dubai to the latest UK housing data, rental trends, and budget rumours that could shake up the property market.From reflections on life abroad to concerns over government tax policy, this episode dives deep into what's really happening across Scotland's property landscape — with candid insights, real-life examples, and a few laughs along the way.
With a month to go until the Budget, chancellor Rachel Reeves needs to find a projected £30bn to balance the books. And the forecasts are not in her favour, with the OBR's bigger than expected productivity downgrade dealing another blow to the Treasury this week. So where will the chancellor find the money – and if Labour have no choice but to break their manifesto tax pledge, where will that leave them with the electorate? Host George Parker is joined by associate editor and columnist Stephen Bush, chief UK commentator Robert Shrimsley and the FT's economics editor Sam Fleming.Follow George: @georgewparker.bsky.social, @GeorgeWParker; Stephen at @stephenkb and Robert @robertshrimsley.bsky.social Want more? Reeves faces £20bn hit to public finances from productivity downgrade Keir Starmer puts Labour MPs on notice for Budget tax rises Starmer refuses to stand by manifesto tax pledge Letting agent admits mistake in Reeves' rental tax rowSign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek analysis. Get 30 days free.Plus, the FT is hosting a live webinar on November 28 on what the UK Budget will mean for your money. You can put questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinar. Our email address is politicalfix@ft.comPolitical Fix was presented by George Parker and produced by Lulu Smyth. The executive producer is Flo Phillips. Original music and mix by Breen Turner. The video engineers are Bianca Wakeman and Petros Gioumpasis. The FT's acting co-head of audio is Manuela Saragosa.Clip from BBC Hosted on Acast. See acast.com/privacy for more information.
US economist Arthur Laffer — the man behind the famous “Laffer Curve” — joins Merryn Talks Money to explain why he thinks Western economies, especially the UK, have pushed taxes too far. As Chancellor Rachel Reeves prepares for her next budget, Laffer warns Britain is heading for stagnation, not growth. He makes the case for a radical rethink: lower taxes, less red tape, and a return to pro-growth policies inspired by Reagan, Kennedy, and Thatcher. Tune in to hear why he believes the UK could be on the brink of an economic revival — if it dares to change course. Sign up for the UK Budget event: https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/See omnystudio.com/listener for privacy information.
The UK House of Commons Treasury Select Committee has been considering arguments for and against the proposed tax increase on the gambling industry, expected to be announced in the UK Budget on 26 November. UK Gaming companies have threatened wide-spread closures if the Chancellor goes ahead with increased taxes. We discussed how this could affect Gibraltar.But most of today's episode will focus on menopause. What is it, how does it affect us, and why do we need to talk about it? We took a deep dive into this topic with Dr Reena Verdi, GP and part of the team at the Well Woman clinic; Daniella Payas and Gabriella Agius from the Department of personnel and development; and Petra Boddington, a fully qualified and licensed menopause champion. Hosted on Acast. See acast.com/privacy for more information.
The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.The discussion begins by examining the Bank of England's monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.We look at the current US earnings season, highlighting standout companies and the key takeaways.With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.Neil provides his view on the gold rally and whether it can be sustained. Hosted on Acast. See acast.com/privacy for more information.
On November 26, parliament will make the UK an offer it can't refuse: The 2026 Budget. But the UK can complain about it! And likely will, as it will almost certainly include increased taxes on the middle class. Today on the show, Katie Martin and the FT's economics commentator Chris Giles discuss Labour's big problem: social services are expensive. Also they short the IMF and go long people who say they're moving to Dubai actually moving to Dubai. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.
Paul discusses what may or may not be in the November winter budget of 2025 and what it may mean for property investors in the UK. Some of the whispers online are frightening... and could really shake up the buy to let sector and make investors consider what do I do now? So we cover all the rumours and the whispers and we give you a heads-up on what you can do to mitigate the risks and how to continue investing and making returns regardless. Show Links: Download our Free Buy, Refurb, Refinance,Rent PDF guide: CLICK HERE Get mentored by Paul: CLICK HERE Contact Paul: support@psnproperty.co.uk
Why does it feel like everyone in the UK is struggling right now? ---------Take the FREE Money Personality Quiz
The Brilliant World of FX is a new series by Deutsche Bank's FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year's key UK market event: the Autumn Budget. They debate the importance of the UK's fiscal rules for the currency and rates market outlook, where the UK is and isn't a global outlier, and offer some longer-term predictions and forecasts.
In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.
ParticipantsDr Hannah Randolph - Fellow at the Fraser of Allander InstituteDr João Sousa - Deputy Director at the Fraser of Allander InstituteTime stamps(0:40) What pressures does the chancellor face ahead of the autumn budget statement?(8:30) Prospects for improved economic conditions(11:00) Potential policy changes in the Autumn Budget statement(17:00) Impact on the Scottish budget process
This week, Francis Addai and Sean Markowicz discuss long-term global debt concerns, the UK Budget and the upcoming US jobs report. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
This week Sam discusses Bordeaux's new cru bourgeois classification, Trump tariffs and funding freezes, UK budget impacts on the wine industry and the passing of Walter Mastroberardino. You can read the transcript of this newscast at https://www.jancisrobinson.com/articles/bordeauxs-new-cru-bourgeois-lists-trump-tariffs-and-funding-freezes-uk-budget-impacts.
What will the business world look like in 2025? What do big investors think about the UK and UK businesses? Are they optimistic or pessimistic about 2025 given the fall-out from the UK Budget and the election of Donald Trump in the US?Business Leader's editor-in-chief Graham Ruddick gathers three of the biggest investors in UK businesses to discuss these key questions for 2025. The investors are:-Jeremy Taylor, the chief executive of Lazard Asset Management-Gervais Williams, the head of equities at Premier Miton-Kiran Nandra, the head of equities at Jupiter Asset ManagementHappy New Year to all our listeners from everyone at Business Leader! Hosted on Acast. See acast.com/privacy for more information.
Welcome to a new episode of the EUVC podcast, where we'll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed.Go to eu.vc to read the core take-aways.
After a tumultuous few weeks in the UK after the budget announcement, Steven and Luke welcome back seasoned investor Minesh who is selling up everything in the country and reinvesting in the UAE. The guys discuss what the new Labour government's budget means for local and overseas landlords, and which way they think the economic winds are now blowing. You'll need a cup of tea for this one.Love our podcast? Got feedback? send us a text message.Your Q3 market reports by community
In the latest emergency podcast, Alan Finlayson talks to Jeremy about the political implications of the recent UK budget, the re-election of Donald Trump, and the Conservative Party becoming the first major British political party to elect a Black woman as Leader. For more information about the podcast and project see culturepowerpolitics.org If you can […]
In Part 2 of this episode we are joined our brothers Rotimi @mrmoneyjar19 and Emmanuel @breadandbutterpod to discuss everything finance, building generational wealth and specifically how the recent UK Budget announced by the Chancellor will impact people in our community. As always, please comment below with your thoughts and don't forget to Like, Share And Subscribe
WHEN YOUR OWN BROTHER STEALS FROM YOU In Part 1 of this episode we are joined our brothers Rotimi @mrmoneyjar19 and Emmanuel @breadandbutterpod to discuss everything finance, specifically how the recent UK Budget announced by the Chancellor will impact people in our community. But first we discuss a dilemma about a man who feels his brother dishonestly made a profit off of him without his knowledge. As always, please comment below with your thoughts and don't forget to Like, Share And Subscribe
This week on Techish, Michael and Abadesi tackle UK and US politics—covering Kemi Badenoch, budget hits for small businesses, and tax headaches for high earners. They also chat about Big Tech's stance on the US elections, the tech industry's broken promises, and wrap up with a look at catfishing in online dating.00:20 Kemi Badenoch Is Now the UK Conservative Party Leader04:55 Is the New UK Budget Anti-Business?09:37 6-Figure Salaries, Childcare, and the Tax Debate16:40 US Elections and Big Tech26:22 Sweet Bobby and CatfishingExtra Reading and ResourcesWho is Kemi Badenoch, the first Black woman to lead Britain's Conservative Party? [AP News]'We earn £100,000 together. We are not worse off after the Budget' [BBC News]Sweet Bobby: Watch on Netflix or listen to the original podcast series on Tortoise Media ————————————————————Disclaimer: The information provided in this podcast episode represents the personal opinions and experiences of the presenters and is for informational and entertainment purposes only. It should not be considered professional advice. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information. Always do your own research or seek independent advice before making any decisions. ———————————————————— Watch us on YouTube: https://www.youtube.com/@techishpod/Support Techish at https://www.patreon.com/techishAdvertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2————————————————————Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com...
We pick over the detail of last week's UK Budget. Did it signal the "end of austerity" as Anas Sarwar claims? What's the reality of the increase in the Scottish Block Grant? What impact will it have on December's Scottish Budget and what challenges does it lay down for the Scottish Government?It's election day in the USA. What's the state of the polls? Will early voting decide the outcome again? Are the Republicans already laying the ground for another "stolen election" narrative?Meanwhile the Tories have elected a new UK leader, Kemi Badenoch. The contest came down to a choice between two right wing candidates, Badenoch and Jenrick. Badenoch has now appointed her new front bench and among the ranks of " Who's that?" and "Never heard of them!" some old familiar faces are back signalling that shift even further to the right.Stephen Flynn has been "given" a seat on the Scottish Affairs Committee at Westminster. What is this committee and why is the Labour Party so focused on it in the run up to the Holyrood elections in 2026?Plus a tribute to Janey Godley an icon of Scottish popular culture. ★ Support this podcast ★
The recent Autumn Budget, presented by Labour's Chancellor Rachel Reeves - the first female chancellor to present a budget in a red box - introduces significant changes to vehicle taxation and incentives in the UK. The proposed changes are part of broader efforts to incentivize the transition to zero-emission vehicles as part of the government's environmental objectives. These modifications extend tax benefits for fully electric cars while increasing tax liabilities for other vehicle types like PHEVs and combustion cars. ➤ COMPANY CAR TAX BENEFITS ➤ VEHICLE EXCISE DUTY (VED) ➤ IMPACT ON HYBRID VEHICLES - TAX RATE INCREASES ➤ BUSINESS FIRST YEAR ALLOWANCES ➤ CONVENTIONAL VEHICLE CHANGES ➤ DOUBLE-CAB PICK-UP CHANGES ➤ BUSINESS SUPPORT AND INCENTIVES TAX ALLOWANCES ➤ LONG-TERM GOALS AND TARGETS
In this episode, we critically examine the UK's Autumn Budget 2024, presented by Chancellor Rachel Reeves. We delve into the £40 billion tax hikes, including increases in employer National Insurance Contributions and capital gains tax rates, and assess their potential impact on businesses and economic growth. The episode also explores the significant public spending allocations, such as the additional £22.6 billion for the NHS and £6.7 billion for schools, questioning the effectiveness of these investments in stimulating long-term economic prosperity. We analyze market reactions, including the rise in government bond yields and concerns over increased borrowing and inflationary pressures. Furthermore, we discuss criticisms regarding the budget's alignment with Labour's campaign commitments and its implications for public trust. Join us for an in-depth analysis of the fiscal decisions shaping the UK's economic landscape.Become a supporter of this podcast: https://www.spreaker.com/podcast/mark-and-pete--1245374/support.
In this episode, we critically examine the UK's Autumn Budget 2024, presented by Chancellor Rachel Reeves. We delve into the £40 billion tax hikes, including increases in employer National Insurance Contributions and capital gains tax rates, and assess their potential impact on businesses and economic growth. The episode also explores the significant public spending allocations, such as the additional £22.6 billion for the NHS and £6.7 billion for schools, questioning the effectiveness of these investments in stimulating long-term economic prosperity. We analyze market reactions, including the rise in government bond yields and concerns over increased borrowing and inflationary pressures. Furthermore, we discuss criticisms regarding the budget's alignment with Labour's campaign commitments and its implications for public trust. Join us for an in-depth analysis of the fiscal decisions shaping the UK's economic landscape.Become a supporter of this podcast: https://www.spreaker.com/podcast/mark-and-pete--1245374/support.
Apple reported solid revenue growth in the past quarter, and investors are worried about the additional borrowing set out in UK chancellor Rachel Reeves' Budget. The US warned that North Korean troops are expected to enter combat alongside Russia's army in the coming days, and Spain is set to become the world's fastest-growing major advanced economy this year. Mentioned in this podcast:Apple's revenue beats Wall Street expectations on higher iPhone sales UK borrowing costs hit highest level this year after BudgetUkraine and US warn Kyiv's troops could face North Korean forces ‘in days' Spanish growth soars as Eurozone stumblesThe FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
In this episode, we dive deep into the UK's 2024 Autumn Budget, a pivotal moment in British history. With Labour delivering their first budget in 14 years and the first female Chancellor leading the charge, there's a lot to unpack. We discuss the £22 billion black hole in the nation's finances, the biggest tax shake-up in a generation, and Labour's promise to avoid raising taxes on working people—meaning no increases in VAT, National Insurance, or Income Tax. But what does this really mean for businesses and entrepreneurs? How will these changes impact the UK economy, and more importantly, how do we address the growing debt crisis? Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we break down the UK Autumn Budget and unpack its impact on the energy sector, from new tax hikes to extended windfall levies. We explore how the Chanellors' new fiscal rules could fundamentally change the UK's investment environment. We also put the spotlight on the future of tidal energy in the UK, discussing why some projects are surging forward while others face setbacks. Finally, we dive into the hydrogen market's challenges as major players like bp and Shell scale back projects amid rising costs and policy shifts. Hosted by:Oliver Carr - Head of Data AnalysisAishwarya Harsure - Analyst Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
It's been a busy past week with European Q3 GDP data and an expansionary UK budget, which led to a rise in European and UK bond yields. We also saw China PMI data print a tiny bit better and a pretty solid Q3 GDP growth report in the US. Over the coming week, it's crunch time in the US with the election finally upon us. We discuss how markets may react as the results start to roll in next week. We also have at least five central bank meetings to look out for, and with an expected 25bp rate cut in the US. Chapters: US (02:42), Europe (07:22), China (11:14), Rest of Asia (15:09)
Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
Microsoft enjoys an A.I. boom but there are concerns over capex and a slowing cloud division which pulls the share price lower in extended trade. Meta posts a top and bottom line beat but shares also fall in after-hours trade as investors remain anxious over greater A.I. infrastructure expenditure at the social media giant. BNP Paribas notches a near-six per cent quarterly rise in net income and confirms its forecast. CFO Lars Machenil tells CNBC he remains bullish about the trend. There's a surprise expansion in Chinese manufacturing activity in October as recent stimulus measures help to end five consecutive months of contraction. And in the UK, investors digest the first Labour budget in 15 years following one of the largest increases in taxation, spending and borrowing on record. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mark Paul, UK Correspondent with the Irish Times
George Parker, Political Editor, the Financial Times, on whether Chancellor Rachel Reeves will be able to plug the gaps without big tax hikes.
Political news, discussions and analysis, plus a round up of the Sunday papers with our guest reviewers.
Finance Minister Rachel Reeves is due to set out tax and spending pledges while hemmed in by campaign promises and economic reality - even if debt rules are tweaked. In this Viewsroom podcast, Breakingviews columnists discuss the tall task of selling it to the public and markets. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.
In this episode, we discuss the upcoming US elections, and how US economic sentiment has been holding up in the second half of the year. In Europe, the focus next week will be on flash PMIs, especially after the ECB noted that they have seen downside surprises in indicators of economic activity. Could UK public sector borrowing numbers change the game for the UK budget? In Asia, the focus is on Japan where we have crucial inflation data for October. Chapters: US (01:16), Europe (08:11), Asia (10:24)
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss their thoughts on the upcoming ECB meeting, funding dynamics and swap spreads as the UK budget at the end of this month. This podcast was recorded on 14 October 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4817582-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
On this week's personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss pension drawdown with Tom McPhail, formerly the lead pensions spokesman for the investment platform Hargreaves Lansdown. He also led an external review of the Money and Pensions Service on behalf of the UK government's Department for Work and Pensions. They tackle what drawdown is and how to avoid getting ripped off. But first, we have a look ahead to the autumn budget and what changes to pension pots could be on the horizon. See omnystudio.com/listener for privacy information.
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why the looming UK Budget has both consumers and businesses rattled, and whether Labour's performance at its party conference in Liverpool is doing enough to address the nervousness around investing in --and even living in-- the UK. They also discuss whether the relationship between the taxpayer and government is broken, and what danger is posed if it is.See omnystudio.com/listener for privacy information.
It activates it exhilarates... it exterminates podcasts. Analog Jones finishes off its Robots, Androids, and Cyborgs theme when Chris selects Hardware! Quick Facts Directed by Richard Stanley (The Island of Dr. Moreau) Screenplay by Richard Stanley Co-executive producers: Bob and Harvey Weinstein. Distributed by Palace Pictures (United Kingdom) and Millimeter (United States) Release Dates: September 14, 1990 (US) and October 5, 1990 (UK) Budget: $1.5 million Box Office: $5.7 million Rotten Tomatoes: 46% Tomatometer / 52% Audience Score Starring Dylan McDermott as Moses "Hard Mo" Baxter (A Space Marine) Stacey Travis as Jill John Lynch as Shades (a very unreliable friend) Iggy Pop as Angry Bob William Hootkins as Lincoln Wineberg, Jr. (Porkens from Star Wars: A New Hope, was also in Batman 1989) Mark Northover as Alvy (Burblekutt from Willow) How to listen and reach Analog Jones and the Temple of Film Discuss these movies and more on our Facebook page. You can also listen to us on iTunes, iHeartRADIO, Podbean, Spotify, and Youtube! Please email us at analogjonestof@gmail.com with any comments or questions!
Welcome to a new episode of the EUVC podcast, where we'll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed.Go to eu.vc to read the core take-aways.Chapters:02:45 Telegram CEO Arrested in France03:35 Debate on Free Speech and Responsibility04:07 Balancing Security and Privacy07:58 The Role of Mega Firms in VC12:36 UK Budget and Its Impact on Startups13:44 Potential Tax Changes and Their Implications15:26 Comparing Economic Strategies: UK vs. US16:50 The Need for Bold Economic Moves19:42 Cancer Vaccines and Medical Innovations21:12 AI and Personalized Medicine23:24 AI Regulation and Its Impact on Europe26:39 Germany's Economic Challenges and Renewable Energy28:17 The Future of Nuclear Energy in Germany29:58 Agentic Workflows: The Future of AI in Business31:27 Microservices and Autonomous Agents32:24 Productivity Enhancements in Corporates32:34 Closing Thoughts on AI and Business
The chancellor Rachel Reeves is about to confront the British public with the size of the black hole in the country's finances. A funding shortfall of about £20bn is likely to lead to tax rises at the Budget later this year. So — how to fix the problem? The FT's political editor George Parker sits down with colleagues Stephen Bush and Robert Shrimsley to consider the government's options. Plus, the FT's infrastructure correspondent Gill Plimmer outlines the scale of the debacle that is the cancellation of the high-speed rail link between Birmingham and Manchester. Want more? Free links:Rachel Reeves to pave way for UK Budget tax rises in ‘spending audit'Expect a Tory leadership race mired in bitter and personal fightsThames Water's credit rating slashed to ‘junk'Britons may need to be put off taking trains due to HS2 curtailment, watchdog says Follow George on X @GeorgeWParker, Stephen @stephenkb. Robert @robertshrimsley, Gill @gillplimmer1Sign up for 90 free days of Stephen Bush's Inside Politics newsletter, winner of the World Association of News Publishers 2023 ‘Best Newsletter' award: https://ft.com/insidepoliticsofferPresented by George Parker. Produced by Audrey Tinline.The executive producer is Manuela Saragosa. Audio mix and original music by Breen Turner. The FT's global head of audio is Cheryl Brumley. Hosted on Acast. See acast.com/privacy for more information.