A modicum of normality has been restored in the UK since Rishi Sunak has been brought in to replace Truss after her chaotic but short-lived reign. Well, at least the markets have been placated a bit, with gilt yields coming back down and the Pound recovering a little. Stock markets had been doing fairly well over the past few weeks, until the Fed poured another load of cold water on any optimism that had started to re-kindle with its latest pronouncements on interest rate hikes.