Markets Weekly Outlook: U.K. Budget in the Spotlight as Global Equities Eye Recovery

Markets are entering a critical week as the focus turns to the upcoming U.K. budget, which could shape investor sentiment across equities worldwide. The U.K. government is expected to release its fiscal plan amidst concerns over inflation, slower economic growth, and a rising debt burden—factors that have weighed on British assets and may ripple through global markets. Meanwhile, global equities are cautiously optimistic. A recent uptick in risk‑appetite has been fueled by signs of moderating inflation in some regions and hopes that central banks may ease off aggressive rate hikes. However, the recovery is still fragile. Markets remain vigilant about potential policy surprises, particularly from the Bank of England and the Federal Reserve, whose next moves could impact the cost of capital and risk‑taking across asset classes. For the U.K., the budget may include tax adjustments, spending reviews, or structural reforms aimed at supporting growth—each of which could sway the pound, gilts, and domestic equities. Globally, the window for a meaningful rebound appears open, but only if policy signals remain supportive and economic data avoid major disappointments. #UKBudget #GlobalMarkets #EquityRecovery #CentralBankWatch #SlimScan #GrowthStocks #CANSLIM