Agnes Stengarait

Ali Panani, Head of UK Economics at BofA Global Research, discusses the limited fiscal headroom and challenges in consolidating budgets without hindering growth. Agnes Stengarait analyzes gilt issuance implications and market reactions post-budget, emphasizing short-term rate pricing. Kamal Sharma dives into sterling dynamics, examining why the currency fell despite rising yields and what could help its stability. The trio provides a deep dive into the UK's financial landscape, revealing insights crucial for understanding future market moves.