From a surprise jump in UK inflation to soaring retail sales and a surging pound, Anthony and Piers break down why Britain’s economy is defying expectations and what it means for interest rate cuts.

They also unpack the bizarre logic behind OPEC’s production hike amid falling oil prices, gold’s fresh rally on renewed debt fears, and how Trump’s “Big Beautiful Bill” could push US borrowing costs to record highs.

Essential listening for anyone trying to make sense of inflation surprises, energy market gamesmanship, and the slow-burning fuse of America’s fiscal crisis.

(00:00) Intro & Key Themes

(01:37) UK Inflation and Consumer Confidence

(08:10) Oil Market Dynamics and OPEC's Strategy

(15:15) Gold's Resurgence Amid US Debt Concerns

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