Your morning briefing. All the news you need to start your day.On today's podcast:(1) A selloff in global bonds extended as the deadlock over the Iran war drove oil prices higher, fueling inflation concerns and raising bets that central banks will need to keep tightening policy.(2) Oil prices above $100 a barrel, with US-Iran ceasefire talks stalled and trade through the Strait of Hormuz heavily disrupted, continue to stoke global inflation pressures(3) Oil rose for a third day as President Donald Trump again pressured Iran to come to a deal to end weeks of war and reopen the crucial Strait of Hormuz.(4) China’s growth slowed across the board in April with investment resuming declines, as booming exports no longer offset a deteriorating economy at home.(5) The thorny question of whether Britain should unwind a decade of estrangement from the European Union is resurfacing as the Labour Party starts to imagine a future beyond Prime Minister Keir Starmer.(6) A British dealmaking boom has London’s M&A advisers on track for their best year in more than a decade, standing in contrast to investor fears over the country’s latest political crisis.Podcast Conversation: Swatch Shops Shut as Audemars Piguet Collaboration Causes MayhemSee omnystudio.com/listener for privacy information.

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