Financial markets remain volatile as they try to gauge whether the healthy jobs market could stoke too-high inflation. Meanwhile, tensions between Prime Minister Boris Johnson and his party are escalating sharply.

Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.