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.