Global and geopolitical developments21 Apr 2026·10 min read
The Weapon That Wins Wars?
Why the blockade — not the bombs — is likely to end the Iran war, and why the IMF has mispriced the outcome.
Neil Woodford
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LATEST · EP 368 May 2026
Forget China. Europe Is The Imbalance That Could Drag Britain Down.
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Macroeconomics29 Apr 2026
The UAE just walked out on OPEC. The real question is what Saudi Arabia does next.
The UAE's departure from OPEC isn't really about prices — it's about whether the cartel's whole operating model survives. The bigger question is what Saudi Arabia does next.
Neil WoodfordRead
UK Economy28 Apr 2026
The retail data backs us up — the MPC should be cutting
The sharpest UK retail sales decline in over 40 years has just confirmed what Neil warned about on the podcast: the Bank of England's inflation fears were wrong, and the MPC should be cutting.
Neil WoodfordRead
23 Mar 2026
Headlines, Hysteria and Hormuz
Markets lurched on Persian Gulf escalation, but the real story isn't the war — it's the quality of analysis driving the panic. Bloomberg ran a story about four Bank of England rate rises being "priced in." It disappeared within hours. That tells you everything you need to know.
Neil WoodfordReadNoise Cancelling
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35
1 May 202631:07
The 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.
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Episode
34
24 Apr 202635:54
Britain'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.
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Episode
33
17 Apr 202638:24
The Iran War Is Already Over — Here's Why
Is the Iran war already over? Neil Woodford explains why Iran has just 13 days before its oil production suffers permanent damage — and why this means oil prices, UK inflation, and interest rates could all reverse faster than markets expect.
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