Tech share kerfuffle continues, Gilt debacle déjà vu

The renewed sell-off in US tech stocks last week puts even more of a spotlight on the earnings report of AI-bellwether Nvidia this Wednesday: it will set the tone for the wider tech sector over the coming few weeks into year-end. Meanwhile, the UK government has shot itself in the foot yet again on fiscal policy, which will make the run-up to the budget announcement 26th November more fraught for the Gilt market and sterling.