In this week's roundup, Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the Bank of England's somewhat surprising decision, the 'Buy the Dip' mentality that still surrounds US markets, and the UK-US trade pact.
Research Merryn references:
https://www.convexitymaven.com/wp-content/uploads/2025/04/Convexity-Maven-Chekhovs-Gun.pdf

Markets Wrap: Private Credit, War and a Lack of Safe Havens
20:50

UK Smart Savings Dilemma: SIPP, ISA or LISA?
10:10

Gold, Debt and the AI Boom: A Financial Historian’s Warning
33:39