The Market Call - Week Ending 28th November 2025

As Americans took a break to overindulge on Thanksgiving, we Brits were forced to listen to our government explain how they had overindulged recently and how we must now pay for it. This week, Progressive's three wise men mansplain the Budget and its implications.

Jeremy and Gareth are joined by Progressive building and construction analyst and Property Week columnist, Alastair Stewart, to offer his views on the likely impact on the UK housing and housebuilding markets following Rachel Reeves' second Budget. Spoiler alert, he's bullish.

Looking ahead, Jeremy expects an easing of financial conditions from the US as, among other things, the White House considers ways to improve the Republicans' chances in next year's Congressional midterms.