The British pound and gilts already face heavy scrutiny from markets, ahead of what could be a politically defining budget process for the UK Labour Party later this Autumn. As our guest this week details, a politically possible outcome that also keeps bond markets happy looks very difficult to achieve, potentially setting up for a period of volatility for UK assets and sterling. Helen Thomas, CEO of BlondeMoney, is back on the podcast to walk through the constraints on the government imposed both by markets and internal party politics, and where she sees points of vulnerability in each.
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