In this episode, Mark Brennan begins with an introduction and provides an update on China's economic situation, examining its influence on global markets. He then shifts focus to the UK, discussing the recent movements in government bond yields and the fiscal outlook, considering potential impacts on investors. The episode continues with an anticipation of the upcoming earnings season, highlighting key sectors to watch for potential market shifts. Mark wraps up with a conclusion and offers a preview of what listeners can expect in the next episode, encouraging them to tune in for further insights and updates.

(0:00) Introduction and China’s economic update

(1:49) UK government bond yields and fiscal outlook

(3:22) Earnings season anticipation and sector watch

(4:23) Conclusion and next episode preview