The £30 Billion Question: What Rachel Reeves Faces Ahead of the November Budget
What’s happening behind the scenes as the Treasury and the Office for Budget Responsibility prepare for the 26 November Budget? Tom Bill is joined once again by Michael Brown from Pepperstone to share their insights.From the OBR’s “observation window” to the Treasury’s 11 Bloomberg terminals, Tom and Michael discuss how gilt yields, labour market data, and fiscal headroom are shaping Rachel Reeves’ options — and what all of this means for property taxes, mortgage rates, and the housing market. Hosted on Acast. See acast.com/privacy for more information.
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Carol Lewis: Headlines, Housing and Hype
Carol Lewis, Property Editor of The Times and The Sunday Times, explains how to navigate the flood of property headlines in the run-up to November’s Budget. Carol speaks to Tom about the Treasury’s use of “trial balloon” tax stories, why house price data often looks contradictory, and how readers can distinguish speculation from fact. She also gives a behind-the-scenes view of how the media prepares for Budget day, stressing the journalist’s role as messenger rather than market shaper. Hosted on Acast. See acast.com/privacy for more information.
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James Nation: Property Taxes, Pitch-Rolling & Budget Nerves
Former No.10 policy insider James Nation joins Tom to decode the run-in to the 26 November Budget: OBR round-one forecasts, the 10-year gilt “observation window”, and why a productivity downgrade matters for the property market. We ask how credible this summer’s property tax rumours feel, possible sweeteners, and what a “successful” Budget looks like. Plus: Treasury vs Downing St culture, Labour’s deputy leadership race and whether Starmer and Reeves are still in post next year. Hosted on Acast. See acast.com/privacy for more information.
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Nerves are spreading through bond and property markets ahead of November Budget
This week, head of UK residential research Tom Bill is joined by financial market analyst Michael Brown from Pepperstone to assess the state of property and bond markets ahead of November’s Budget. Borrowing costs have been climbing in recent weeks for a number of reasons that include a lack of credibility on financial markets that the government has a coherent plan. Property taxes have been floated as one solution but some ideas are more convincing than others. Michael offers his own five-point plan for the government to follow in order to regain the trust of markets – but it would involve some difficult decisions. Whether you are buying, selling, remortgaging or scrolling to see what your house is worth, there are key insights on offer to provide you with the bigger picture.Subscribe to Knight Franks research note here: https://preferences.knightfrank.com/subscribe-to-research?_gl=1*19v1skm*_gcl_au*NDIxNTA1ODA3LjE3NTUyNjc3ODg. Hosted on Acast. See acast.com/privacy for more information.
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The UK Wealth Exodus with Leslie Macleod-Miller
What would happen if the rich left the UK? In this episode of Intelligence Talks, host Tom Bill is joined by Leslie MacLeod-Miller, CEO of Foreign Investors for Britain to dig into what the governments changes in taxation mean for non-doms, and what the knock on affect could be for the rest of the country.Listen to find out what Leslie thinks needs to happen to keep money in the UK and what impact tax changes are already having on the UK prime market.Subscribe to Knight Franks research note here: https://preferences.knightfrank.com/subscribe-to-research?_gl=1*19v1skm*_gcl_au*NDIxNTA1ODA3LjE3NTUyNjc3ODg. Hosted on Acast. See acast.com/privacy for more information.
From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.New episodes fortnightly.Sign up for regular updates from Knight Frank research. Hosted on Acast. See acast.com/privacy for more information.
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