Episode Details

Andrew, Ben, and Tom discuss UK Prime Minister Keir Starmer's resignation paving the way for socialist Andy Burnham as the favorite to succeed him in the country's 5th PM change in 4 years, the post-deal whiplash with Iran briefly re-closing the Strait after Israel-Lebanon skirmishes before reporting "major progress" in overnight talks mediated by Pakistan and Qatar, the muted market reaction with the 10-year up a couple bps and crude flat in the mid-to-high $70s, and Tom's takeaways from the conference and Kevin Warsh's Fed debut.

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