The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
Podzept - Deutsche Bank Research · Deutsche Bank Research Institute
October 5, 2025
Audio is streamed directly from the publisher (dbresearch.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.