LSE market crash 26/11/25

[Stuckwiththisuserid]

Anyone stepping out of the LSE in anticipation of the Budget utterly flooring the UK markets?

Or are we all gambling on most institutional investors having already moved out, so reaction should be low noise?

I'm feeling a Truss epic response in my bones.

It's going to be a total car crash whatever the moron announces.

Will she be blubbing during or after delivery?

Mental.

[trickywoo]

In theory it’s priced in.

Shouldn’t make much difference to the ftse 100.

Isn’t it normally the bond markets that do stuff?

I’d have thought having investments in dollars might be handy if the pound falls.

[Hustle_]

There has been so much managing down of expectations and fearmongering. If anything I would guess there will be a bounce to the positive once the content of the budget is known and it doesn't contain any particularly nasty surprises.

[Skyedriver]

Blubbing? Nope she'll be laughing her socks off, retaliating after all the name calling and criticism.
Apparently we're all misogynistic, even the women critics.
I'm not, I despise them all, particularly Starmer.
At one time I might have supported the Labour Party, being for the British working man.
Not any more, I wouldn't piss on them if they were on fire.

[ChocolateFrog]

Hustle_ said:

There has been so much managing down of expectations and fearmongering. If anything I would guess there will be a bounce to the positive once the content of the budget is known and it doesn't contain any particularly nasty surprises.

That's what I'm thinking. So many doom mongering Tories around.

Either way I don't need my money for years so it's staying put.

[TheK1981]

The uk all share trackers I have for my isa is down 1.25% in a month.... I dont expect it to change much as it will take a few days to fully cost/plan for the budget,

I wonder if shes actually finished deciding who to screw most, ive never seen a budget that everyone thinks will be bad for them with no 'winners'

[Yellow bentines]

I would also agree it’s priced in or at least partially priced in. Anyone REALLY worried would have likely pulled money out already and that will likely have adjusted the index price.

There might be some medium term pain though. After the October 2022 truss thingy, the market bounced and dipped back down again over the next 12 months, only to grow at a sustained level from oct 2023 (FTSE 250)

[Panamax]

Rules 1 and 2 of investing,
1. Have a proper strategy, and
2. Don't panic.

Sometimes it's easier said than done, but try to focus on fundamental trends rather than short term noise.

[Stuckwiththisuserid]

Panamax said:

Rules 1 and 2 of investing,
1. Have a proper strategy, and
2. Don't panic.

Sometimes it's easier said than done, but try to focus on fundamental trends rather than short term noise.

Depends on whether you think 12 months to the next budget is short term.

We'll probably have had an IMF bailout by the time she comes back for more anyway.

I can't think of a single reason to invest in the UK at the moment.

I'm trying to get back on my feet as well so it's not great having bad management of the economy right now.

Could just go on benefits I guess.

[Jon39]

Stuckwiththisuserid said:

Anyone stepping out of the LSE in anticipation of the Budget utterly flooring the UK markets?

Or are we all gambling on most institutional investors having already moved out, so reaction should be low noise?

I'm feeling a Truss epic response in my bones.

It's going to be a total car crash whatever the moron announces.

Will she be blubbing during or after delivery?

Mental.

That line of thinking depends which London listed businesses you hold.
Many of the biggest FTSE 100 companies do most of their trade away from the UK, elsewhere around the world.
In addition, there are an increasing number whose accounting is in US Dollars.

Expect you might remember a Prime Minister, who really did know what drives economic growth, saying "The problem with socialism is that you eventually run out of other people's money.
At present government borrowing and debt is continuing to increase.
I suppose eventually that debt will become unsustainable, then you will witnesss a real crash.
If bond buyers refuse to purchase new issues of gilts, that might be the first sign of trouble.

Rachael Thieves considers she understands economics.
We just continue to go along, hoping for the best. What else can we do?

[Leftfootwonder]

Stuckwiththisuserid said:

Depends on whether you think 12 months to the next budget is short term.

We'll probably have had an IMF bailout by the time she comes back for more anyway.

I can't think of a single reason to invest in the UK at the moment.

I'm trying to get back on my feet as well so it's not great having bad management of the economy right now.

Could just go on benefits I guess.

https://youtu.be/vHfW3InVOH8?si=OAZxpfrm_6no51x4

Might go out of the window tomorrow but it made me feel, a bit, better.

[Cats_pyjamas]

Won't bother pulling any cash, but both the wife and I have 1k each as cash in the s&s ISA to press the buy button tomorrow. Buy the dip ect ect.

[TheK1981]

Not sure if I heard right, she’s actually going to be on the Martin Lewis show on Thursday….

If so, let’s hope he doesn’t hold back,

[ooid]

If you take multi-national companies and big players like banks, energy, and defence, the rest of the LSE has about 4.0% growth only so far this year, so it is pathetic anyway.

The more nuanced reaction was against GBP so far. Hedge funds (Macro) have been busy with GBP puts and put spreads.

[Simpo Two]

TheK1981 said:

Not sure if I heard right, she s actually going to be on the Martin Lewis show on Thursday .

If so, let s hope he doesn t hold back,

You did hear right. I'll give her credit for bravery, though I expect she'll just be talking in soundbytes. She and Starmer seem to have five well-rehearsed sentences, and for each interview they repeat them all again (but not necessarily in the same order).

For starters, you get one point every time she says 'Working people'.

[ooid]

ChocolateFrog said:

That's what I'm thinking. So many doom mongering Tories around.

Either way I don't need my money for years so it's staying put.

Probably they are doom mongering tories around, numerically illiterate green people running around but in the meantime labour ministers have been calling institutional banks today to ask their support and backing. (Not a rumour, several well known papers reported it). That is actually worse than doom mongering.

PS: According to the MSCI World Index (used as a proxy for a geographically neutral portfolio) the UK accounts only for 4% of a balanced global equity portfolio, so anyone with a basic no brainer approach should not care whatever the hell happening to UK anyway and stay put...

[SunsetZed]

TheK1981 said:

The uk all share trackers I have for my isa is down 1.25% in a month.... I dont expect it to change much as it will take a few days to fully cost/plan for the budget,

I wonder if shes actually finished deciding who to screw most, ive never seen a budget that everyone thinks will be bad for them with no 'winners'

Not quite true, if you're a scrounger with loads of kids today will be a great day.

[Yegap]

Stuckwiththisuserid said:

Depends on whether you think 12 months to the next budget is short term.

We'll probably have had an IMF bailout by the time she comes back for more anyway.

I can't think of a single reason to invest in the UK at the moment.

I'm trying to get back on my feet as well so it's not great having bad management of the economy right now.

Could just go on benefits I guess.

Fresh shilling bot account posts fearmongering inciting public divide, more news at 12.30! Zzzzz

[oldaudi]

OBR Data released early including key Budget data...... lets see what happen. What a c0ck up. Pop corn time!

[Simpo Two]

In the British tradition of black humour/Blitz spirit, it seems time to mention 'Rachel Reeves Grand Theft Austerity' (only available on Facebook from what I can see)

https://www.facebook.com/reel/2350188005446929