Money Distilled

UK Stocks Offer Value, Despite Looming Budget

November’s fiscal event has Britain on the edge of its seat — but UK stocks are pricing in a fair bit of gloom already.

Chancellor Rachel Reeves: a lot of bad news is in the price.

Photographer: Chris J. Ratcliffe/Bloomberg
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Welcome to the award-winning Money Distilled newsletter. I’m John Stepek. Every week day I look at the biggest stories in markets and economics, and explain what it all means for your money.

The pall of gloomy uncertainty hanging over the UK is unlikely to lift until the big budget reveal on November 26th — and perhaps not even then, depending on how chancellor Rachel Reeves’s latest cunning plans are received.