Rate Cuts, Fiscal Resets, and AI Reality Checks

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Recorded07 Nov 2025

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Show notes

Hosts Merryn Somerset Webb and John Stepek, senior reporter and author of the Money Distilled newsletter, unpack the week’s biggest market stories — from the Bank of England’s latest rate decision and Rachel Reeves’s fiscal “reset” to whether the AI boom is starting to wobble.Don't forget to sign up for our live podcast taping in London on November 27:https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/See omnystudio.com/listener for privacy information.

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