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.

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.

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide. 

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.&nbsp;

Street Signals

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data, and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data, and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

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