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Hedge funds expand short bets on UK companies before fiscal changes
Hedge funds sharply raised short positions in several UK firms ahead of the national budget, reflecting caution about taxes, earnings, and consumer activity.
Analysts noted that expectations of tax adjustments and reduced public spending have driven a shift toward defensive strategies. Goldman Sachs reported that long-to short ratios for multiple UK firms have fallen meaningfully, signalling caution amid concerns related to consumer spending, corporate earnings durability, and policy-driven economic shifts.