Intelligence Talks

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. Read more from Head of UK Residential Research Tom Bill  here . Subscribe to Knight Frank's research here . Produced by Ollie Peart at  Rethink Audio . Hosted on Acast. See acast.com/privacy for more information.

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