Analysis of Recent UK Elections, Fiscal Policy, and Potential Bank of England Rate Cuts

US congressional partisanship is at it’s highest level ever and there’s no fiscal restraint on either side of the aisle, says Macro Matters host and Bloomberg Intelligence’s chief US rate strategist Ira Jersey. He joined BI’s chief European rate strategist Huw Worthington to discuss the implications of global elections across sovereign debt markets. The pair talk about recent volatility spurred by French and UK elections and their impact on relative value across markets. They also dissect the outcomes of the November US Presidential election and the implications of shifting trade and geopolitical stances on the economy.

Macro Matters is part of the BI FICC Focus pod cast series.