About this episode
In this episode of Market Maker, Anthony and Piers unpack why the pound has dropped to a seven-month low following Rachel Reeves' rare pre-budget comments, and what it signals for UK markets.
They explore London’s rise as a global quant hub, attracting top STEM talent and reshaping finance.
Plus, they break down the $49 billion Kimberly-Clark and Kenvue merger, why markets hate it, and what it means for deal-making today.
(00:00) Welcome & Pound Drop
(04:30) UK Fiscal Shift
(18:43) Quant Boom in London
(30:33) Big Tech vs Quants
(36:50) $49B M&A Deal
*****
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