Barclays analysts contributed two chapters to the Green Budget, providing analysis on the outlook for the UK economy and gilt markets:
- Jack Meaning, Chief UK Economist, explores how easing inflation, productivity gains, and a gradual recovery in real incomes could set the stage for sustainable growth.
- Moyeen Islam, Head of UK Rates Strategy, analyses how gilt issuance, investor demand, and changing term premia are reshaping the UK rates landscape, and why market structure now matters as much as fiscal policy.
Together, their research underscores the importance of stability, transparency, and credibility in securing investor confidence and supporting the UK’s medium-term outlook.
Read a summary of Barclays’ contributions: A delicate balancing act for the UK economy, and UK Autumn Budget: A test of credibility.
For a deeper dive into the fiscal outlook, read the full IFS Green Budget 2025 for comprehensive analysis and insights.