Oil shock: the impact on your money, mortgage and next holiday

Oil shock: the impact on your money, mortgage and next holiday

From AJ Bell Money & Markets by AJ Bell

March 20, 2026 · 48 min · Episode 385

About this episode

The episode discusses the impact of rising oil prices on various sectors and includes insights from guest Jonathan Guthrie on investing strategies.

Welcome to the latest episode of the AJ Bell Money & Markets podcast with Dan Coatsworth and Charlene Young. This week we dive into everything from the surprising new additions to the UK inflation basket (yes… hummus and dashcams!) to the impact of rising oil prices on carmakers and travel firms. We also look at fast changing mortgage deals, the rush to use key tax year end allowances, and what could happen next with interest rates in the UK, US and beyond. We’re also joined by a fantastic guest: Jonathan Guthrie, longtime Financial Times journalist, former Head of Lex, and now author – who shares brilliant insights on investing narratives, market crashes, and how investors can stay sane when markets wobble. If you care about money, investing or markets – this one’s packed with value. 00:25 – What’s on today’s episode: Market narratives, inflation surprises, oil prices, mortgages, tax year end, and this week’s special guest. 01:26 – Dan looks at how financial markets have performed over the past week 03:30 – Changes to interest rate expectations and mortgage pricing – and what it means if you’re in the process of buying a home. 09:40 – Company highlights of the week. Good…

People in this episode

Hosts: Dan Coatsworth, Charlene Young

Guest: Jonathan Guthrie

Topics covered

  • oil prices
  • inflation
  • mortgages
  • tax year end
  • investing
  • market narratives

Keywords

  • oil shock
  • inflation basket
  • mortgage deals
  • tax allowances
  • interest rates
  • investing narratives

Mentioned in this episode

Organizations: Financial Times, Diploma, Softcat, Moonpig

Places: UK, US

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