Show notes
This month, James Tulloch is joined by Giles Parkinson and Isabel Albarran for a Spring Forecast special, examining how the Chancellor’s latest fiscal update landed against a backdrop of rising geopolitical tension and renewed market volatility (01:45). The team discuss the impact of the Middle East escalation — from US–Israel strikes on Iran to the closure of the Strait of Hormuz — and how surging oil prices and heightened uncertainty are feeding through to inflation expectations and global markets (05:05).
They explore the latest bout of AI‑driven volatility, with sharp tech‑sector…
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