Morwenna Conium

speaker

83 appearances 1 recordings 1 series first heard Jul 2026 last heard 10 Jul

Morwenna Conium’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know · 10 Jul 2026 podcast

Thank you for having me.

It has.

We've seen quite a big escalation in bond yields, thanks to an oil price spike following comments from US President Donald Trump.

As far as he's concerned, the ceasefire is over.

Of course, there may well be a lot of further developments on that topic.

But we are seeing some of the bond rally really pulling back.

Bonds are falling in Europe and particularly the UK as those inflation concerns start to creep back into people's minds.

And we're seeing that in central bank bets as well.

Those hiking bets are being added to today.

still only pricing in at the moment one hike from the Bank of England this year.

But there's about one in three chance now that there might be a second one.

And it's up quite considerably from where we were earlier in the week.

So at the moment, that's the trajectory.

But I think what it really shows is that there is still a lot of volatility and a lot of uncertainty.

And I'd say for the last month or so, the market has started to be

pricing in a degree of stability, thinking this ceasefire is going to hold, and that the second half of the year would be one of lower oil prices and improvement.

We're still not back where we were, but I think things are a lot less settled than perhaps had started to be deemed the case.

Yeah, absolutely.

I mean, I think there's perhaps an element of complacency, as you say.

I think there was also an element of fatigue.

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