Dan Hanson

Ivan Feinseth, Chief Investment Officer at Tigris Capital Partners, dives into the impact of big-tech earnings and highlights AI as a transformative investment trend. He emphasizes that the current phase is just the beginning for AI adoption. Meanwhile, Dan Hanson, Chief UK Economist at Bloomberg, analyzes the Bank of England's rate strategies amidst persistent inflation. He predicts that cuts are unlikely until early 2026, given the uncertain fiscal landscape. The discussion reveals key insights into market dynamics and monetary policies.

Amanda Agati, Chief Investment Officer at PNC, analyzes Q3 earnings, noting S&P results surpass expectations despite potential pullback risks. Ivan Feinseth from Tigris Capital discusses big tech performance and argues AI is not a bubble but a transformative force. He identifies leaders like Google and NVIDIA innovating in AI. Meanwhile, Dan Hanson, Chief UK economist, evaluates U.K. inflation and wage growth, predicting the Bank of England will maintain rates amidst ongoing economic uncertainties.

In this insightful discussion, UK correspondent Lizzy Burden analyzes Chancellor Rachel Reeves's unexpected pre-budget speech, hinting at potential tax increases. Bloomberg Opinion columnist Marcus Ashworth examines the political implications of Reeves's comments on the Bank of England, while Chief UK economist Dan Hanson provides context on public finances and gilt yields. They explore whether the market will respond positively to Reeves's fiscal strategy and who will ultimately bear the tax burden in a shifting economic landscape.

Marcus Ashworth, a Bloomberg Opinion columnist, and Dan Hanson, Chief UK Economist at Bloomberg, delve into the implications of soaring UK 30-year bond yields, reaching highs not seen since 1998. They discuss the urgent need for the government to regain market confidence ahead of an important budget, exploring how political instability affects bond markets. The duo also examines the Chancellor's fiscal strategies and the importance of communication amid potential pre-budget announcements, navigating the uncertain landscape of UK economics.

Dan Hanson, Chief UK Economist at Bloomberg Economics, shares insights on the contrasting perceptions of the UK's economic outlook. He discusses the surprising growth amidst negative narratives, highlighting real wage increases and government spending impacts. The conversation turns to the challenges of productivity and investment, urging for increased public support. Finally, Hanson delves into the current state of the gilt market and the fiscal hurdles as the autumn budget approaches, providing a nuanced view of the UK's economic landscape.