Rising concerns over US debt, UK uncertainty, and a refinancing shake-up in Japan
Ben Ashby, chief investment officer at Henderson Rowe, discusses how trading desks should be thinking about the mounting concerns over the growing US Federal Government deficit. He also unpacks his views on the challenges facing the Bank of England ahead of its interest rate decision this week; the three stages of grief for those exposed to commercial real estate and the global implications of a Japanese financing shake-up.
18.09.2023