Sterling Fall Helped Buffer Brexit Bump, Says Wilson

The video discusses the performance of various markets, highlighting the decline in UK assets due to currency fluctuations and Brexit. It explores the shift from monetary to fiscal policy in the UK, emphasizing the need for fiscal stimulus to support the economy. The impact of inflation on consumer spending and real wages is analyzed, along with the performance of UK gilts and expectations for fiscal policy.

What impact has the fall of the pound had on UK assets according to the text?

How does the speaker view the relationship between fiscal policy and monetary policy in the UK?

What concerns does the speaker express regarding inflation and real wages?

What are the expected effects of fiscal stimulus on consumer spending according to the text?

What does the speaker suggest about the future of UK gilts in relation to global yields?