This episode of the Friday Fix discusses the UK budget chatter and political uncertainty, the Bank of Englands potential rate moves, and the implications for markets.

The hosts debate Rachel Reeves' pre-budget announcements, possible tax changes, and political risks, then pivot to earnings and tech: Teslas shareholder meeting and Musks compensation, AI-related power demand, big earnings updates from Amazon, Palantir, Nintendo, and broader market themes including green energy, chip supply, and geopolitical competition in AI.