In this episode, we delve into the Dow Jones' worst start to the year since 2016, exploring the impact of strong economic data and the Federal Reserve's potential delay in rate cuts. We also discuss Rachel Reeves' visit to China, where she stresses the importance of 'non-negotiable' fiscal rules amidst rising gilt yields and economic stability concerns. Tune in for insights on these pressing economic issues and their broader implications. Don't forget to share this episode with your network!