Lies, damn lies, and politics…

The UK’s snap General Election will be one of the most significant on record. At stake is restoring the UK's reputation for political competency. It will be required to address the massive challenge on the economic horizon: the threat of galloping wage demands and stagflation while trying to repair Broken Britain.

The UK’s general election will be the most critical moment in UK politics in decades. The key point will be for prospective new Chancellor Rachel Reeves to persuade global markets the UK is investible. She needs to be absolutely clear on her plans and engagement.

The UK faces multiple economic problems – all of which may be individually solved with considerable effort, but collectively look a clusterf*ck of monumental proportions. When it takes office, Labour will be given 100 days to solve them all. Who would want to be an MP?

Many market participants fear the rising quantum of Government Debt spells crisis across the globe. Tush and Nonsense. Debt is not the problem – markets exist to price risk. The crisis lies in economic management, and Political Risk!

Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)

It’s been a “meh” year for the UK markets, but they’re marginally up on the year. The outlook for a rusted economy, crashing discretionary spending, and an imminent housing collapse looks bad. As the UK electoral cycle kicks into high gear.. markets are in favour of change.

Around the globe, businesses are wondering about doing business in the UK – the headlines don’t support it. Uncertainty is contributing to domestic inflation, and the sense things need to change. It could even get worse ahead of a new government – which will still face crisis!

Markets feel directionless, demotivated and listless as we wait for the next impetus to emerge – problem is, it might be a shocker.

Pull your buying boots on, lace them up tight and get ready to buy the UK! Even the possibility Boris and the ERG snatch defeat from the jaws of common sense won’t change the narrative: A deal with EU will happen, putting the UK back on some sort of course.