• Will set out a fully costed plan to get debt falling in the medium term
  • Underlined clear commitment to fiscal discipline and reiterated that he's working closely with the BOE
  • Discussed how growth plan will expand the supply s ide of the economy

Circling Nov 23 and the BOE QE through October has bought Kwarteng and the BOE some time but economists are noting that the terminal rate of the BOE is probably lower now.