Gareth and Jeremy discuss the UK budget, the prospect of rate cuts, and the new high in gold prices. There are more bids in the UK; this time, for Spirent and Virgin Money. We had results from STV & Beeks, and updates from housing-related companies Travis, Ibstock, Headlam, and Likewise, all looking for a pick-up in housing activity. Next week's main macro news will be US CPI and PPI inflation data.

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