J.P. Morgan Asset Management - The Weekly Brief

28.10.2024 12:09 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Die britische Finanzministerin Rachel Reeves wird am Mittwoch bei der Vorstellung ihres ersten Haushalts mehrere Herausforderungen bewältigen müssen. Reeves muss nicht nur das £22 Milliarden „schwarze Loch“ für das aktuelle Haushaltsjahr stopfen, sondern es sind auch Entscheidungen über den mittelfristigen Ausblick für die Ausgaben der Ministerien und die Investitionen im öffentlichen Sektor erforderlich. Die Steuerquote des Vereinigten Königreichs als Prozentsatz des BIP ist bereits auf einem 75-Jahres-Hoch und politische Entscheidungen müssen mit dem Wachstumsfokus übereinstimmen, der im Mittelpunkt der Kampagne der Labour-Partei stand. In Bezug auf die Verschuldung hofft man, dass die Finanzministerin die Lehren aus dem Mini-Haushalt 2022 gezogen hat, aber jede größere Änderung der Haushaltsregeln könnte eine unerwünschte Reaktion auf dem Gilt-Markt hervorrufen.

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