This week’s briefing unpacks the latest signals from the UK labour market as hiring steadies but fragility remains, and examines weak GDP growth across Britain’s main sectors ahead of the upcoming Budget. We explore the trillion-dollar web of AI investments reshaping global tech and discuss Goldman Sachs’ strategic move into venture secondaries. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack the sharp slowdown in the UK’s service sector, examine the looming £20 billion downgrade to the Chancellor’s fiscal outlook, explore why investors are turning to gold amid global uncertainty, and discuss Brookfield’s record-breaking $20 billion energy transition fund. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack gold’s surge to record highs as investors seek safety in uncertain markets. We explore the rebound in UK private equity, driven by US capital and renewed confidence in dealmaking. We examine the sharp rise in job cuts among UK firms, highlighting the pressure from higher employer taxes.

We also discuss proposed reforms to business rates that could ease barriers for small businesses. Tune in for insights on what’s moving the markets, policy, and investor sentiment.YouTube Video Description This week, we’re diving into four major stories shaping markets and investor sentiment:

• Gold at record highs – Safe-haven demand drives bullion past $3,650 as Fed cuts loom.
• Private equity rebound – UK dealmaking regains momentum, fuelled by US investors and realistic valuations.
• Job cuts accelerate – UK firms trim staff at the fastest pace since 2021 under rising tax pressures.
• Business rates reform – Treasury considers changes to help small businesses expand and thrive.

Tune in for insights on what’s moving the markets, policy, and investor sentiment this week.

This week on the GCV Weekly Briefing, we examine the UK government’s delayed Autumn Budget and its implications for confidence, spending, and taxation. We unpack the surge in cybersecurity investment, where AI-driven platforms are reshaping deal flows and valuations. We explore the UK-Saudi investment pact, highlighting fresh commitments in clean energy, finance, and technology. Finally, we discuss the rally in global bond markets as softer US jobs data shifts expectations for central bank rate cuts. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack EY’s latest report highlighting how a lagging public sector is weighing on UK economic growth. We examine fresh GDP figures as well as the cooling UK jobs market and its implications for wages, inflation, and policy. Finally, we discuss Bitcoin’s rally and what it signals about the evolving crypto landscape. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week’s GCV Weekly Briefing unpacks the Bank of England’s latest interest rate cut, examines the UK’s £50 billion public finance gap and the political challenges it creates, explores the sharp rise in dividend tax liabilities affecting millions, and discusses fresh manufacturing data that hints at a slower decline but persistent sector pressures. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

Welcome to the GCV Weekly Briefing podcast, where we break down the key financial and economic developments shaping the landscape for investors, businesses, and policymakers.

I’m Matthew, and in this episode, we’re unpacking four major stories.

We’ll look at a sharp rise in UK household savings, a rebound in the mortgage market, and how the IMF’s latest growth outlook reflects both global optimism and rising trade concerns. Finally, we’ll head to the US, where Q2 GDP surprised to the upside, but with some warning signs under the surface.

Plenty to dig into this week.

Labour’s looking to raise the state pension age sooner than planned. UK house prices just saw their steepest July drop in 20+ years. Government borrowing has blown past forecasts. And AstraZeneca is betting $50B on U.S. manufacturing as global pharma braces for new trade rules.

I’m Matthew. Let’s break down what it all means — for investors, households, and policy makers.