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7 Minutes on Markets

Whether you’re an adviser or simply someone who wants to stay ahead of the week’s financial storylines, the 7IM podcasts deliver the essential context you need — straight to the point, grounded in data, and always forward‑looking.

Latest episode

Monday 15 June 2026

Peace deals and market thrills: a week to remember

In this episode, hosts Sam and Ben explore a tumultuous week in the markets. They cover the unexpected announcement of a peace deal between the USA and Iran, as well as Israel and Lebanon, which initially excited equity markets and affected oil prices positively. Additionally, the discussion highlights SpaceX's stock market debut, where retail investors played a significant role in its upward trajectory. Lastly, they delve into the defence spending challenges faced by the UK and Europe, amid resignations and new financing strategies such as a proposed multinational defence bank to address long-term military investment needs.

The views and opinions expressed herein are those of the participants and do not constitute an investment recommendation. Past performance is not a guide to future returns.

Meet your hosts

Ahmer Tirmizi

Ahmer Tirmizi Head of Fixed Income Strategy Find out more

Ben Kumar

Ben Kumar Head of Strategy - Wealth, Investment and Public Policy Find out more

Sam Hannon

Sam Hannon Investment Manager Find out more

Shanti Kelemen

Shanti Kelemen Co-Chief Investment Officer Find out more

Previous episodes

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AI, employment, and the future workforce dynamics

The episode explores signs of a strengthening US economy, rising job openings, and how this complicates interest rate decisions amid inflation concerns.

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The high stakes of SpaceX's upcoming public debut

Ben and Sam explore how easing tensions with Iran drove oil prices lower, while US firms boost domestic investment to strengthen supply chains amid shifting political priorities.

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Central banks in limbo: the wait-and-see approach

Sam Hannon and Ben Kumar examine market trends shaped by geopolitical tensions, oil volatility, and Nvidia’s strategic shift towards income-focused growth.

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Market Jitters: Rising Bond Yields and Global Unrests

Sam Hannon and Ahmer Tirmizi discuss how geopolitical tensions and rising energy prices drive bond yields, shaping global markets and central bank decisions worldwide.

View all episodes

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