Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls
About this episode
The episode discusses Middle East developments and their impact on investment strategies, alongside a review of jobs and inflation data in the UK and US.
In the latest Ben Squared podcast the conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what elements of proceedings/the data to focus upon. Time is also taken to review the latest jobs and inflation data in both the UK and US, as well as central bank communications, to determine what this may mean for the respective path for interest rates. This podcast was recorded on 21st April 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted on Ausha. See ausha.co/privacy-policy for more information.
People in this episode
Host: Ben Squared
Topics covered
- Middle East developments
- investment strategy
- jobs data
- inflation data
- central bank communications
- interest rates
Keywords
- Middle East
- Strait of Hormuz
- investment strategy
- jobs data
- inflation
- central banks
- interest rates
Mentioned in this episode
Organizations: Invesco
Places: Middle East, Strait of Hormuz, UK, US
More episodes of Time in the Market
- Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist
- Ben Squared Podcast: 14th April 2026 – The Middle East – Positive Steps?... And ‘Other’ data
- Ben Squared Podcast: 7th April 2026 – How Can Stock Markets Make Progress From Here?
- Ben Squared Podcast: 31st March 2026: The Middle East Impact: Is Now the Time to Sell Everything?
- Ben Squared Podcast: 24th March 2026: Middle East Scenario Analysis, Long-term Strategy and the UK Mortgage Market
- Ben Squared Podcast: 17th March 2026: The Middle East, Investment Strategy and Central Banks’ Reaction
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