Bond Yields, UK Sector Performance & China's Resurgence
This week, the finance world has been anything but calm. Neil Woodford takes us through a story of unexpected market moves and the ripple effects across sectors and continents. Find out what’s really going on and why it matters to you.
This podcast is for information and education purposes only. Nothing here should be considered investment advice.
More episodes
Forget China. Europe Is The Imbalance That Could Drag Britain Down.
Forget China. The biggest economic imbalance in the world right now is between America and Europe. In 2008, the EU was the same size as the US. Today it is 41% smaller.
Show notesThe blockade is working. The cartel is breaking. Oil is going down.
Brent jumped 7% yesterday to over $120. The consensus says oil is heading higher and the UK is heading into stagflation. We think the consensus is wrong about oil — and wrong in two directions at once.
Show notesBritain's Energy Shock Won't Break the Economy — Here's What Will
Every major UK forecaster has downgraded Britain’s growth and blamed the energy shock. Neil Woodford thinks every one of them is wrong — and not about the numbers, but the diagnosis.
Show notesGo deeper than the podcast
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