The Playbook — Morning

I. Watch what the speech leaves out. Burnham sets out a decade-long economic plan this afternoon; listen for whether it names what's happening to entry-level work, not just where decisions get made. That absence is the real test of whether the platform is built for this decade.

II. Know what your pension actually holds. A jittery week in AI shares is a good prompt to read your workplace fund's factsheet and see how much of it rides on the same handful of companies — information worth having, not a reason to move anything.

III. Check whether the ban reaches you. South East Water's hosepipe limits start on 3 July; if you're a customer it's worth knowing what they ask before the weekend rather than after.

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