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Thoughts on the Market

Thoughts on the Market

What to Expect From the UK Budget

Oct 14, 2026 · 8m

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The UK budget arrives later this month amid competing predictions about growth, inflation and public finances. Andrew Sheets and Bruna Skarica examine how the country’s economy defies expectations. Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Bruna Skarica: And I'm Bruna Skarica, Morgan Stanley's Chief UK Economist. Andrew Sheets: Today, the UK makes a budget. Why it matters? And more generally, what we've gotten right and wrong about the country. It's Wednesday, October 14th, at 2pm in London. Bruna, it's great to be here talking with you, and I'd…