UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup

AJ Bell Money & Markets

AJ Bell에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 AJ Bell 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1M ago 50:10

MP3•에피소드 홈

The AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their own warnings. [01:02]

Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing costs after recent bond yield hikes, and they also chat about what higher gilt yields mean for personal finances. [08:37]

Updates from BP, JD Sports and PageGroup painted a gloomy outlook but good news from Permission gave UK housebuilders a boost, even before a second bounce arrived following the inflation news. Charlene stays with housing, with a new IFS report on how more young people are residing in the Hotel of Mum and Dad. [23:10]

Donald Trump will be back in the White House next week, so Danni spoke to Yoojeong Oh, manager of the Abrdn Asian Income Fund, to find out how tariffs might impact Asian markets and where opportunities for income generation lie [27:56]. A TikTok ban in the US is also due next week, but is there any hope for a reprieve? [41:53]

Charlene finishes up with a timely reminder of the looming self-assessment deadline. [46:52]

318 에피소드