Welcome back to another episode of the Just Williams podcast. Today Abi Ostler is joined by Duncan Williams, Valerie Wade and John Newsome to discuss the things that are making news in the investment markets, both here and around the globe.

There is some hangover chat from the recent budget, including how it might impact the inflation stats over the coming months, as well as an update on the jobs market in the U.S. There is also a very pertinent and timely reflection on service levels within the sector.