Marcus Ashworth

Marcus Ashworth, Bloomberg Opinion columnist and markets commentator with bond and European equities expertise. He unpacks the Bank of England's surprise hold and shifting rate expectations. They cover AI-triggered software stock sell-offs and a rotation back to value names. Discussion also touches on rising unemployment, credit spread worries, and longer-term re-rating across sectors.

This week, Marcus Ashworth, a Bloomberg Opinion columnist focused on European markets, joins John Stepek to unpack the complexities of the UK property market. They reveal why falling London flat prices might not offer real bargains due to factors like leaseholds and cladding issues. Marcus explores the bounce in oil prices linked to geopolitical risks and discusses the recent silver surge and its speculative nature. He also analyzes UK Chancellor Rachel Reeves's strategy to reshape the gilt market through shortening debt maturity, highlighting its implications.

Marcus Ashworth, Bloomberg Opinion columnist focused on European markets and fixed income. He discusses gold’s rapid rally and who's buying. They tackle yen interventions and US 'rate checks'. They explore how a softer dollar could reshape eurozone monetary policy and investor hedging decisions.

Join Marcus Ashworth, a Bloomberg Opinion columnist and market expert, as he dives into the escalating tariff war between the U.S. and Switzerland. He ingeniously unpacks the implications of defense contracts and pricing issues. The discussion also touches on the significant UK fiscal blackhole and critiques current policies. Ashworth explores the political stakes of tariffs, particularly their potential influence on upcoming elections and voter demographics, alongside insights on the precarious future of key political figures.

Marcus Ashworth, Bloomberg Opinion columnist and markets expert, tackles how war-driven geopolitics scramble gold, bonds and currencies. He breaks down technicals for non-yielding assets and why central banks might sell gold. Expect debates on rate risk, liquidity, cash as refuge, and how political moves ripple through markets.

Dan Hanson, Chief UK Economist at Bloomberg, breaks down the implications of the recent budget changes, revealing a £22 billion fiscal headroom amid new tax increases. Alex Wickham discusses the political fallout, suggesting short-term survival for the government, but questions their long-term strategy. Rosa Prince warns about the rising tax burden's impact on voters. Marcus Ashworth analyzes market reactions, marking a cautious relief while highlighting concerns over anti-growth measures. The panel debates critical issues like wealth taxes and political stability.

In this insightful discussion, UK correspondent Lizzy Burden analyzes Chancellor Rachel Reeves's unexpected pre-budget speech, hinting at potential tax increases. Bloomberg Opinion columnist Marcus Ashworth examines the political implications of Reeves's comments on the Bank of England, while Chief UK economist Dan Hanson provides context on public finances and gilt yields. They explore whether the market will respond positively to Reeves's fiscal strategy and who will ultimately bear the tax burden in a shifting economic landscape.

Join Marcus Ashworth, a Bloomberg Opinion columnist and market guru, as he dives into the surprising upswing of the UK economy. He discusses the implications of positive GDP figures and why government spending is crucial. The conversation shifts to the housing market, identifying challenges like stagnating prices and repossession worries. Ashworth also analyzes corporate debt dynamics and highlights investment strategies focused on tax efficiency amid current financial uncertainties. This insightful chat is packed with expert perspectives!

Join Marcus Ashworth, a Bloomberg Opinion columnist with a keen focus on European and bond markets, as he delves into the recent gold price pullback, attributing it to momentum rather than fear. He shares insights on falling bond yields amid looming rate cuts from the Fed and the Bank of England. Ashworth also discusses Japan's new Prime Minister, Sanae Takaichi, and the potential impacts on markets and investor sentiment, while addressing the volatility of the yen and the importance of currency hedging.

Marcus Ashworth, a Bloomberg Opinion columnist and former chief markets strategist, joins to shed light on Japan's bond market intricacies. They dive into the impact of recent market activities on decision-making at the Bank of England. The conversation reveals how rising inflation is shifting demand for long-dated debt and the challenges facing bond auctions. They explore the carry trade strategy's influence on currency dynamics and discuss the delicate balance Japanese authorities must maintain to stabilize the yen amid global investment shifts.