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.

In this week’s GCV Weekly Briefing, we unpack four stories shaping our economic and investment landscape: global trade tensions, cautious UK markets, Revolut’s expansion push, and tougher housebuilder penalties. Tune in for insights on what's moving markets, policy and investor sentiment.

This week on the GCV Weekly Briefing, Matthew Robineau digs into developments from frozen income tax thresholds pulling more people into higher bands, to a sharp drop in house prices that might not last, record-breaking gains in US stock markets, and signs of cautious optimism emerging from the UK’s struggling manufacturing sector. Tune in to find out more.

This week on the GCV Weekly Briefing, Matthew Robineau unpacks four big stories: a £40bn move from Amazon, fresh concerns over capital gains tax, worrying signals from UK manufacturing, and a surge of institutional money into Bitcoin. What do they all say about where the economy is heading? Tune in to find out.

In this week’s briefing, we unpack four key stories shaping our economic and investment outlook. UK inflation eased slightly, though pressures remain persistent. The Bank of England's latest policy decision. There's also been a fluctuation in the property market, and some concerns are mounting over a potential dividend tax hike in the upcoming Autumn Budget. Tune in for insights on what’s moving markets, shaping policy, and shifting investor sentiment.

In this week’s briefing, we unpack four stories shaping our investment and business landscape. Rachel Reeves’ bold spending plans and the mounting pressure to maintain fiscal credibility. The FCA’s proposal to allow retail investors access to crypto ETPs after a four-year ban. Why investors are increasingly turning to alternative assets. And BAE Systems’ role in the US’s ambitious “Golden Dome” missile defence project. Tune in for insights on what’s moving the markets, influencing policy, and shifting investor sentiment.