Notayesmanspodcasts: Recent Episodes
Notayesmanseconomics
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:-You emphasise bond rates when the go above 5%.I take that this is important.But when will the crisis come to fruition? Is it predictable?And will other countries' rates also rising have any effect on the severity of the crisis if/when it comes?The statements from members of the Bank of England MPC all appeared unfazed by broad money. Are they correct?Why are they complacent with 3.2% inflation in 2027 (at least the six voting in favour of a hold on base rates)?
that the BOJ has finally realised that their interventions so far have only donated money to a few players - and now they could be on the offer - ready to destroy USDJPY when others start the move down - first time clever intervention ?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:-I see the heat and war in Ukraine is pushing up agricultural commodity prices like wheat. How long is the pass through time from commodity price rises to shop price increases?Also some questions around the latest Bank of England QE and QT plans.‘dreadful error’ - so you’d have not done QE at all? Counter-factual of the Gilt market totally seizing up is infinitely worse than where we are nowIve never got why Reeves was never challenged about this in Treasury questionsAnd why they issued so many index linked bonds when inflation was zero!
start-ups and replicate this in the Midlands Both would be under FCA.Is the only solution in the short term to put everyone on an agile price tracker to enforce demand reduction at low supply times!?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:-Is £65 per MWh high or low?Is there any economic benefit from having a number 10 in the north?5 year Gilt is 4.33% and today a 2031 linker was 0.933%. Does that suggest bond markets are calculating RPI will run at 3.4% average over the next 5 years?I am concerned about the possibility of FTSE 100 companies such as HSBC seeking a listing away from the FTSE. How might the composition of the FTSE change in terms of industry segment weighting change, if the rumours in the financial press are true? How might this affect the pricing of the FTSE and performance of funds that track FTSE ?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:-This chart seems to be at odds with everything else I see and hear atm. Can you explain the growth in UK bank lending?Question for today. Do you think the pound becomes a better indicator of fiscal stress if it hits the big 1.30 $/£?On your power system piece, building an new electricity generation, distribution and backup system was always going to be more expensive than using the one we already had, why did Gov not say that from the start?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on early question for tomorrows podcast if you don’t mind - “with the global pressures potentially easing, are we likely to see any downward pressure on UK mortgage rates?”Will the UK's Labour government bankrupt the country?Will they force the Bank of England to resume QE in order to contain Gilt yields?Can I assume that oil and gas are flowing unimpeded through the gulf now from the market reaction to the MOU and refilling Europe gas storage is completed
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on .Question for today. Is it possible that the bond markets have priced Burnham being PM in already? No movement after the defence resignations which make Starmer's tenure more likely to end (probably have to wait until next Friday to know for sure)We should be at the height of the UK/ European gas storage filling season but that's not happening. Is that because markets expect prices to have fallen by winter making filling now a loss.
see USD rise and Bond yields rise as the mega IPO sees rotation and international players look to grab a slice of the $75 billion shares on offer. Q: does the IPO show market is at a topIs the world set up for an economic crash correction this year with inflation, unemployment, AI overpricing and government debt? What probability would you put on it?Question for Friday. How good a measure is the US Fed M2 (broad money) at indicating inflation down the line? 4.6% Vs UK M4 at 4.5%
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on .Morris MayWith broad money growing again in the EU, (+0.2%) and expected ECN rate rise this month, what growth in April's/ annual M4 figure next week will prompt the BoE MPC to react in a similar manner?Morris MayWith the £ weakening by over 1% v $ in May (particularly for effect on cost of fossil fuel imports) how much upwards pressure does this exert on UK inflation.Keith CowanWhat economic interventions would you make to address the youth unemployment crisis in the UK.Truffle HunterWith brent dropping back to $90 this morning how does this drift lower start to impact inflation?Don't panic jonesyWholesale elec price is still dropping dramatically. When do we get to see this reflected in our bills?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on .Martin WhitelyWhats your view of whether tax increases are actually pulling in the revenue expected? Also on debt interest costs?Morris MayDoes the OBR exist to make other economists look good?hes not the messiahwhat solace are bond PMs seeing above that 😱 borrowing figure?Global trends? Or are they buying the Operation Save Keir spin?
elsewhere, wondered what you think of MMT?Lairy SandersIt looks like CDS moving too for gilts?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on .HarrisonHi Shaun - sorry if I’ve missed the cutoff for questions already, - but what is QT please? Why would anyone do it given the losses being imposed on the public purse? Why is BoE so eager to push ahead with it? Morris Maythere is a fair amount of truth in this summary. So an early question for tomorrow's pod...is it possible we might see a bond strike?Dr Twatterreason for lower yields?Matt BrookesOne for the podcast - will we be getting an energy/ inflationary spike as the effects of Iran filter through?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. An introduction on Sanae Takaichi and Abenomics. The economic consequences of the UK importing so much of its electricity. Why are UK bond yields above Japan? Is the US about to restart QE?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on.The economics effects of the US government shut down? What mistakes has Argentina made? Can the US revaue its Gold reserves and spend the gains? Will the ECB buy French bonds to reduce Le Spread?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. Reform plans for the Bank of England. Why has the Gold price risen so much? Why do people think the price of gas drives UK electricity costs? Where do I think interest-rates and inflation are going?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. On 1 September, 86 MILLION bank accounts will be suspended in Vietnam because their owners have not registered for biometric digital ID, including fingerprints and facial recognition.Perhaps you could talk about that on Friday. It does seem odd that countries like the PIGS have lower or similar bond yields Vs much higher rated France.Even @SkyNews are saying the @bankofengland sale of gilts, which they announced on the EVE of the Mini-Budget, had a huge impact.And the BOE themselves admitted that two-thirds of the market spike in 2022 was down to their failure to regulate pensions.Morgan Stanley ‘Fletcher’ CIO suggest portfolio 60 Equities 40 Bonds is changing to 60,20,20 bonds % lowered as other assets Gold, BTC included.Bad for Gilts.Q: Budget The ‘Torsten’ Bell Tolls for all, do you see Reeves increase starting tax band to 21p even 22p?I was scapegoated for the BOE's failings - but the media don't want to acknowledge it as it exposes the false narrative they pushed.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. In addition to reducing the frequency (perhaps a three-month rolling average) should we instead focus on per-capita rather than headline and perhaps GNI instead of GDP? Would kill importation of cheap labour. I appreciate that markets look 12-18 months ahead but how much of these rises are based on genuine optimism for the world economy in the short term or are we seeing an unsustainable bubble, in your opinion? When you say burning 3.1 GW of gas, is the the output in electricity?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how bad the UK fiscal position is? Why haven;t huse prices fallen by 35%? Are UK Retail Sales improving? How do long bond yields affect the economy?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Camille ArazWhat is the deficit in the UK and what is it in the US? What about overall government debt?Damien PudnerShould the BoE be given a dual (or different single) mandate?mark bishopOK, here's one for you: if you were economic adviser to Rachel Reeves, what would you recommend she does in the upcoming Budget (other than resign, obvs...)?Morris May What likelihood do you think there is of the BoE scaling back or pausing their QT programmeTruffleHunterWhat are your opinions on the IPPR recomendations for BOE ahead of next months QT review and autumn budget.James HirstWhat is current state of play with QT in the UK?EightieskidDeep dive into UK govt borrowing in particular to understand at what point the recent rising interest costs becomes unsustainable.EcologyHODLWhat's your view on Bitcoin?Liz CrosbieBusinesses need markets to grow. Where is the uptake in demand to come from with a population buckling under cost of living pressures? Please discuss.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how much of UK GDP growth is government driven? To what extent do gilt yields play a role in £ exchange rate, if any? At what level of yield on long gilts do we have a crisis? How unusual is the disconnect between Bank of England base rate policy and market yields, relative to the UK history and other countries? Do UK Chancellors ever have good days?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts in reply to questions from Morris May (twice), Trading Floor Audio, James Hirst, Polenic Paine, and Mr B ( those who know know) on bond markets. Regulation, the Premier League and Euromillions.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts in reply to what is a record number of questions many of which asked about why the Bank of England cut interest-rates with inflation so high? What is stagflarion? What is "stabliisimg? What do I mean by some being more eual than others in the run-up? Why did bond yields rise?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. Has the tariff noose been put on the BRICS necks? Is the rapid rise in the dollar (index) down to the green back being seen as a safe haven? Any idea when the bulk of the covid debt is refinanced, and will it drive rates lower.?How long before this government destroys the economy and puts the UK into receivership?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on When will the Uk IMF bail out date be? Will there be a German bond market tsunami and also a rally in the Euro to parity versus the UK Pound? Have higher profit margins boosted equity markets and inflation?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on.Are we heading back anywhere near 30% basic rates of income tax? I am intrigued by how council tax hikes cannot impact inflation? Is Ray Dalio correct about the causes of debt crises?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Is there, in your view, a tipping point — a percentage at which a country can bo longer afford its debt costs? The gap between EU and UK base rates is now significant. Is it abnormally so, by historical standards? Is it warranted?Do you think ONS are correct saying only 0.1 difference on restated CPI after car tax error? Hi Shaun, re your article on the scale of the US fiscal problem, is the CBO saying that Trump's Big Beautiful Bill will add $2.4tn to the US deficit by 2034 on the one hand, and also that his tariff hikes will reduce budget deficits by $2.5 trillion over the decade through 2035? Given your many years of experience, I am curious as to what extent you believe bond markets respond to political discourse Vs economic data/indicators?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on What happens to inflation if we've got a shrinking economy and unemployment starts to rise? To what extent is active QT driving up the 30yr yield? Should the UK be issuing shorter-duration debt (10yrs max)? What do you believe is the timeline for this (fiscal policy) reaching a crisis point where the political consensus changes?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether the UK yield curve shows stronger growth, higher inflation, and "higher for longer" interest rate policy? How will the Bank of England explain inflation in its letter to the Chancellor? Is the Bank of England compromised? How does the EU Reset raise UK electricity prices?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is wrong with the UK Wages (Average Earnings) numbers? How can we reduce UK bond yields? Why the ongoing upward pressure on bond yields? Has Trump’s trip to Middle East saved the US bond market ?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on will UK interest-rates be 2.5% in a year's time? Did Forward Guidance work? What do I make of the UK-US and UK-India trade deals? Will the German fiscal expansion boost the economy? Will any other currency surge like the New Taiwan Dollar?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on What's the deal with EU inflation jump? Should we still be taxing energy companies a 78% tax on profits? What are the economic implications of Alberta spitting from Canada? Also my critique of US GDP.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Can apple relocate to India if there is full scale war? Can you explain why UK electricity costs are so high relative to our peers? What is happening in the UK bond market?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on How do you think mortgage rates in the UK for 2,3 and 5 year fixes are going to play out over the remainder of 2025? Any views on asset allocation in the age of Trump? Common wisdom has it that we should be wary of the adage: this time it’s different. Is it different this time?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on can China devalue to mitigate the effect of the Tariff War? Will we see new trade blocs emerge? Will the Bank of England stop QT Gilt Sales? Does the Triffin Dilemma exist for the US? Have countries (China) been selling US Government Bonds to influence policy? Will the trade wars be inflationary or deflationary?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what will be the second round effects of the Trump Tariffs? Are Gold and Bitcoin joint threats to the monetary system? Will central banks cut or raise interest-rates in response to the Trade War? How much will the UK and other countries benefit from lower bond yields?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on will the UK be forced to go to the IMF? Does a Wealth Tax work? Has the Laffer Curve moved against us? Does Chancellor Reeves want a recession to reduce UK interest-rates to 0%?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on are we seeing more of a command and indeed communist economy in the UK these days? How will UK Chancellor Rachel Reeves react to losing her fiscal headroom? Should the Office for National Statistics offer opinions as well as figures?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on when the UK should stop cutting interest-rates? Is Chancellor Reeves fiscal headroom over at a UK bond yield of 5%? How do you forecast economic growth and inflation? How does the Bank of England lose money on the QE bonds it bought? What do I think of UK pension changes? Why is economic growth per head stalling and falling?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the rise in UK bond yields and hence mortgage rates post the Budget and look at the causes by comparing with Germany and the US. Also what do you believe is the answer to our energy problems? Do you believe we can't move to renewable energy? What's the alternative?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the UK Budget and its consequences. For example likely future borrowing and UK bond yields (which set mortgage rates). Plus can we return to hard money (gold standard)? Will we see a recession? Will th Bank of England restart QE?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is happening to UK interest-rates and bond yields and why is it happening? Are we seeing a global debt crisis? Is the Euro area fueling an inflationary boom? Will we see negative interest-rates again? What about a central bank digital coin?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is going to happen to interest-rates and whether we should expect more 0.5% cuts? What can we expect from the US election? What next for the finances of Italy? Also what is happening to the VIX?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what happened to promises of average inflation targeting in the US? If the Donald applies trade tariffs will the US Dollar rally? Does QT help or hurt the public finances?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether the ECB will panic on interest-rates? Will European and UK bond yields resume their fall? Is the Chinese stimulus real? What is the impact of the UK importing so much energy? Why are UK bond yields rising?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether Switzerland is on course to return to negative interest-rates? Should the Bank of England start to make the case for lower energy prices ( and hence a different policy) to reduce inflation. Are other central banks selling the government bonds they bought under QE?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on What's your thoughts on the Bank of England slowing down bond sales? What is potentially costing each and every UK taxpayer more than £10,000 or ten times the "Black Hole"? What can Germany do to get out of its economic crisis?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is the debt situation for Ireland after the Apple tax windfall? Also why GDP is of no use at all for Ireland? Would privatisation of the UK NHS save money? Is the Model Unit at HM Treasury all powerful?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether we are seeing Austerity or Fiscal Stimulus? After all there are many claims of Austerity but we also see persistent Budget Deficits and larger National Debts. I use the UK and France as examples.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why is Warren Buffett selling Apple and Bank of America? Are house prices in a bubble? Is there a £22 billion Black Hole on the UK Public finances? What are Labour's economic growth plans?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why is the Gold price at record highs? Is it inflation or interest-rates? Is the death of Mike Lynch worthy of investigation? If the Federal Reserve cuts interest-rates by 0.5% will the Bank of England follow it?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Why should the Bank of England cut interest rates much further? Why does the share price of UK house builders move so much on US economic data? Why has the UK become a Communist country?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is the Yen Carry Trade and what is the size of it? Also which inflation measures are house prices in and which ignore them?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the interest-rate cuts made by the Bank of England yesterday. Will they cut next time as well? Where will interest-rates be this time next year? Also will the UK see a Tobin Tax on fx trading?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the £20 billion Black Hole in the UK Public Finances that has been announced by Chancellor Rachel Reeves. Plus why is the Bank of England now reliant on short-term repo operations as it runs down its QE holdings?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on who will pay for the UK Labour government's house building plan? What will the price of petrol be in 5 years? Why is the economy of Germany doing so badly?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what has been the financial market response to the Labour election victory? Also if you have ever wondered how we came to a 2% inflation target and what the flaws are? Listen and find out.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why is the Japanese Yen falling so much? Will a change of government boost the UK economy? Why is the Bank of England losing so much money on QT bond sales? Why is biomass awful?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the relative debt and deficit situation in the UK and France? Can the UK save £35 billion by ending tiered interest at the Bank of England? What would be the best tax system? Are elections decided by finances and economics?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on What is Money? Why the UK IFS is never challenged by the media? How can we improve the UK housing market? Do General Elections cause much market volatility? What is moving Dollar/Yen? Who will win the Euros?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the issues created for stock markets and the Fed by the rise and rise of stocks like Nvidia.? When will the Bank of England cut interest-rates? How QE and QT created the UK Repo problem.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what the money supply means via its different definitions? Why is the Bank of England creating a cash shortage via bond sales? What will be the first sign of an improvement in the Argentine economy? When will the lights go out?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why if GDP is higher than the 1990s it does not feel like that? Is there room for UK tax cuts? What is the long-term normal interest-rate? What is the best way for the Bank of England to reduce its balance sheet?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether there is a US debt crisis and what the international effects will be? What re the problems caused by the swings in the Japanese Yen for the Yuan and US Dollar? Why is the UK FTSE seeing all-time highs with the media claiming it is in crisis?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on relative economic performance of Poland and UK? Can Europe's economy catch up with the US? Why does the FTSE 100 keep hitting all-time highs? Can the City of London thrive? Plus debunking the story about the US bailing out Japan.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the relative size of central bank balance sheets? Will China back the Yuan with Gold? Why do US GDP and labour market figures tell a different story? Is Scotland behind the recent highs for the UK FTSE 100?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is happening to the Japanese Yen and its impact on the economy? Also how is inflation measured and what differences are there between countries in how it is measured?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on a question about the Ben Bernanke Reviews into Bank of England economic forecasting. I use the examples of Yes Minister and "group think" to explain it is not what it appears to be.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why the Gold price is hitting all-time highs? Why do central banks value Gold so ridiculously cheaply? Can the Bank of England reduce interest-rates before the US? Also is the UK Blue Book in a mess?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Premier League finances and Chelsea in particular. I look at the profits and losses from Bank of England QE bond buying and QT selling. Plus a look at pension demographics in Europe and the UK.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what do the latest Euro area money supply numbers mean for its economy? How much of a problem are the US Deficits and Debt? Will China devalue the Yuan and how much is it being affected by the Japanese Yen and its decline?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Gold and why is it reaching new highs in many currencies. What about a Gold Standard? Also a couple of questions about if we are in a currency war and where will the US Dollar go? Plus should we raise the inflation target to 3%?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why has the UK Pound £ been so strong in 2024 so far and what does that mean for the Bank of England and interest-rates? How much QT can we expect? Why is the government cutting National Insurance contributions and what does that mean economically?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on energy policy. Is the UK importing too much of it? How reliable are renewables? Are imports bad? Does foreign investment in houses make us richer or poorer? What has caused the problems with measuring GDP,unemployment and inflation?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why companies are rushing to issue bonds? What does the 1.6% decline in UK Broad Money (M4) reported by the Bank of England mean for the UK economy? Deflation? Are Goldman Sachs right to say Brexit has cost the UK 5% of GDP?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on bond buying losses at the Bank of England, ECB and Dutch central bank. What influence do official interest-rates have on retail ones? What tax cuts can we expect from the UK Spring Budget?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on can we believe the wold swings in UK Retail Sales? Do inflation figures allow for Shrinkflation? How far might the Japanese Yen fall? How much US GDP growth is due to to its fiscal deficit and borrowing?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how bad things are for the German economy and can we expect a recovery? Does the ECB set interest-rates to support the Euro? What is going wrong with Bank of England QT?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether UK interest-rates have peaked? Also how do higher fuel prices at the pump affect inflation? Plus a section on today's awful UK Wind Farm power production figures.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the latest extraordinary revision to UK GDP growth which has destroyed the outlier analysis. Also will the ECB have to reverse course in the light of grim data? Plus how much trouble is the economy of France in?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. How is it that the US economy is booming while the rest of the world is slumping? I take that into an analysis of the Jackson Hole speech. Any view on Egypt? should we be worried?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on a variety of questions about the economic slow down in China. Will it export deflation? Why are we seeing higher interest-rates? Will we see interest-rate cuts? Will the Argentine Peso keep falling? What is the economic impact of a Lionesses Bank Holiday?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on questions asked by Jana from The Purse Podcast. These were about prospects for interest-rates? Also inflation? Plus the trend for mortgage rates? What about recession? Also some more optimistic news.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on QT and the Bank of England's stealth £15 billion, what does it mean? Did Governor Bailey ignore the evidence or was he just clueless about what to do? Will ESG prove more expensive than the Global Financial Crash of 2008?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether central bank bond sales will push bond yield higher? What do different magnitudes of negative growth in money supply measures imply? Do West G7 CB’s need to attract fund flows (keeping rates in higher ranges, for longer) to cover servicing costs?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what interest-rate rise I expect from the Bank of England next? Do higher house prices create wealth? Are we in for more stagflation? Do they manipulate the official inflation statistics?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why we got high inflation this time around and not in 2011/12 after the first phase of QE? Who will see disinflation first? Will contracting money supplies cause deflation? How bad is the UK debt problem?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether government policy is often self-defeating and why that might be so? Also what problems are caused by economic data being seasonally adjusted?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how interest-rate sensitive is the UK economy especially the housing market? Is Thames Water the start of things to come? with leveraged businesses going under?What are the present money supply trends and what do they mean?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what inflation will do next? Can the UK economy handle 5% interest-rates? Should and will the Bank of England pause its interest-rate rises? Will higher mortgage rates drive rents even higher? How can the BoE improve its forecasts?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the British Pound versus the Yen. How much supports has Greek government debt received? When will the Bank of England cut interest-rates? Will interest-rates be too high for too long?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether Central Bank Digital Coins (CBDCs) will lead to the banning of Bitcoin? What do I think of economic prospects for Italy and Turkey? What will UK inflation be for May?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether higher interest-rates are the best way of reducing inflation? What are the other choices? Does central planning of pension investments work? Who are the 3 best and worst Chancellors?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on a range of questions about interest-rates. How high will they go? Will they plunge us into a recession? Are US interest-rates diverging from the UK and Euro? How can we stop UK bond yields rising further?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on should there be a pause in the current sequence of interest-rate rises? What are the broader implications of the US banking crisis? How likely is it that the Bank of England will announce any further increases to its QT programme?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how does inflation start and whether it is supply or demand driven? Next up how do rises in interest-rates affect inflation and how long do they take? Finally can we have economic growth with higher energy costs?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what happens next in the US banking crisis? How long do interest-rate rises take to have an impact? How much debt do we have? Is another credit crunch on its way?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether we will gave ever more inflation or we will switch to deflation? Also how safe are UK banks for depositors and as an investment?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on when we can expect lower domestic UK energy prices and how these will affect inflation? What happens when the Bank of England sells bonds ( QT)? Are banks in capital trouble?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether we will see another burst of inflation whilst pointing out how official numbers try to avoid showing it? Also will the Bank of England pick up the pace of balance sheet reduction or QT?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether central banks need to choose between inflation and market stability? Why has the UK Pound £ risen and will it go higher? Are GDP stats reliable given issues with inflation methodology.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on is the recent expansion of the Federal Reserve balance sheet QE? Will the £ rally? Should the UK issue some 100 year bonds? Is the Bank of England house price pumping a scam?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on a variety of issues such as interest-rates, inflation and the cost of living crisis via an interview with Jana from The Purse Podcast. I am sure we got onto the banking crisis as well.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on when we might see interest-rate cuts? Will Credit Suisse be nationalised? What is happening to the money supply? Will there be a bigger banking crisis? Will inflation fall to 2.9%?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the nonsense spoken last night by the National Statistician on UK inflation. Can central banks go broke? Are bonds a good investment? Will the US pause its interest-rate
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the problems with productivity and what can we do about it? Also is inflation rising or falling in the US?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why official statistics for labour markets are unreliable. Why falls wholesale electricity and has prices are not reaching UK bills? Also what is the time lag for higher interest-rates to work?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether UK interest-rates will rise one more time? What are the consequences of the Bank of England selling some of its bond holdings or QT? Are we in a wage-price spiral?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether UK interest-rates will rise again? Also mortgage rates? What do I think of a digital pound or Britcoin? What is the money supply contraction telling us?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why mortgage rates have risen so much? Prospects for the world economy in 2023 in terms of growth and inflation? Also on debt to GDP ratios?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on productivity and how I would improve it? Along the way I explain what it is and why it can be extremely misleading...
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the likely path for Euro area inflation and hence interest-rates. Also what will happen to Japanese monetary policy and hence the value of the Yen? Plus what is happening with retail sales?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the changes to US inflation measurement (weights). Whether the UK can expect lower interest and mortgage rates? Target 2 risks. Also what are money supply falls telling us about the state of the economy?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what the Bank of England would do if UK house prices fell by 20%. Also do labour market statistics lag or lead the economy? Why do we use annual inflation numbers?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether other central banks will follow the Bank of Japan on interest-rates? Can we stop a wage-price spiral? Will UK house price falls reach 10%? How do higher bond yields raise borrowing costs?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether inflation in the UK has peaked? What the ECB and Christine Lagarde were doing yesterday with their ramping up of interest-rate expectations? Will the upcoming recession be shallow or deep?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the Money Supply. What are the recent contractions in it telling us and can e we expect deflation and disinflation? Also why has the Bank of England chosen to sell its bond holdings(QT) in the way it has?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. How much will the rise in the UK Pound £ affect the rate of inflation going forwards? Also why is GDP such a misleading metric for Ireland and its economy?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how much will Deflation affect the US. UK and Euro area and when will it happen? Also how accurate are OECD economic forecasts especially about the UK?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why economic forecasts are so frequently wrong? What is the impact of higher minimum wages? Is the US in recession? Should we match US interest-rate rises? Will living-standards fall?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why gold and silver have rallied this week? The problems posed by higher interest payments in the US? Is leveraged buy to let over? Have the rallies post US CPI been over done? Have bond yields peaked?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why the Bank of England is blaming others for the consequences of its actions? How high are US debt costs? How much will higher energy prices affect German manufacturing? Has the Bank of England ever had a competent Governor?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on did the Bank of England overthrow the UK government? Is the ECB still fighting the last recession? Should we invest in real estate? Should we be worried by lower energy demand?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on money supply growth and inflation? What purpose does the OBR serve? Why do the Swiss need US Dollars? How low can the Yen go? What will inflation do next?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how long an interest-rate rise takes to have an impact? What will be the next interest-rate rise? How do you measure the national debt? What will happen to UK Gilt yields?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on questions asked by The Purse Podcast covering. 1. The UK mini-Budget 2. The £ and QE/QT 3.Mortgage-Rates 4. The US
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what happened in the UK bond market this week? Has monetary policy been too loose? Will Governor Bailey be punished for his mistakes? Are bond yields now too expensive?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the UK bond market and for example why UK yields are now the same as US ones? Also the significance of the UK 5 year yield reaching 4% and why Bank of England QT bond sales are a policy error.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what would be the economic impact of the Dow Jones falling to the low 20.000s? Is the £ or the Euro at more risk? Are UK exports to the EU rising or falling?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how to improve the UK inflation remit? Using taxes rather than GDP as a benchmark for borrowing? Also will the UK energy help scheme lead to higher interest-rates?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on exchange rates and why the US Dollar has been so strong? Also how countries measure inflation differently and the consequences? Plus what the rise in consumer credit means...
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Why we’re closing all the coal & nuclear power plants when is an energy crisis? With the Fed raising interest-rates how will the UK Pound do versus the Euro?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on Questions asked by Jana from The Purse Podcast. -The rise in UK inflation -Why didn't the BoE raise interest rates last year? -How bad can it get? -Curbing inflation -Cost of living crisis in the UK
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on should the Bank of England copy the Bank of Japan? What currency would an independent Scotland use? Why haven't renewables reduced energy prices? How can we reduce inflation? Should the Bank of England target the Pound?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the Bank of England shrinking its balance sheet or QT? Will central banks continue to raise interest-rates as economies weaken?Why are bond markets calling the central banks bluff?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on can the US Dollar remain as the world's reserve currency?Do interest-rate rises raise the cost of living? Does inflation help or worsen the national debt?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how fiscal and monetary policy compliment each other in the UK and Euro area? Also what would happen if interest-rates were raised to 3% today?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the suggestion UK Covid debt should be made long-term? Also in the implications of 78.6% inflation in Turkey. Plus what is the impact of Imputed Rent on UK GDP?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the causes of the fall in the value of the Euro with it approaching parity with the US Dollar?. Should we have fixed exchange rates? How much is the UK taxpayer on the hook for Help to Buy?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether the Bank of England should immediately rise interest-rates by 1%? Are central bankers lying? is more inflation ahead? What can we do economically?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the likelihood of recession and how persistent inflation will be? Also on the issue of how much of a problem will debt costs be as inflation rises?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the gap between interest-rates at 1.25% and inflation at 11% how can that work? Also some questions about the money supply and GDP?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether Chancellor Sunak has just lost £11 billion by failing to hedge the UK Debt against rising interest-rates? What has happened?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is the impact of a currency devaluation? Will the energy bailout stop a UK recession? Should we stop transitioning away from fossil fuels?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the Bank of England pausing asset sales. Where can tax cuts be made? Is Adam Posen always wrong? I also explain why inflation is being under measured.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how inflation is under measured. How we control inflation without raising interest-rates? Also have bond yields peaked?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether UK house prices will fall? The link between the money supply and inflation? Also the implications of the devaluation of the Yuan and Yen
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the record of the Monetary Policy Committee of the Bank of England. Also can the Euro area and Japan create inflation for the US?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the IMF economic growth forecast for the UK. Is inflation topping out and what will happen to the oil price. Also will central bankers admit their policies were inflationary?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how much higher bond yields and interest-rates will go? Also what are the implications of the lockdowns in China?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what interest-rate rises we can expect? Also on why market interest-rates are misleading and not what you might think.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the impact of Russian Rouble sanctions on the US Dollar and the City of London? Will inflation lead to social unrest or fade and be replaced by growth? What is happening in bond markets?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on your questions about inflation. 1. Are falling prices bad? 2. What is the optimal/best level of inflation? 3. Is US inflation really 1.7% higher than the UK?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether the US Federal Reserve wants to control inflation? Can we rely on unemployment numbers and what is full employment? Will the US Dollar rally?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the likely path for both inflation and interest-rates. Also on how inflation can cause stagflation and recession. Finally what would a collapse in property prices do?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on whether interest-rate rises are less likely now inflation is surging? Will sanctions on Russia hurt us more than it? Is the UK Pound £ still a petro-currency?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the economic impact of the war in Ukraine? Do sanctions work? Can we block SWIFT? What will the US Fed do now?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on inflation. Why should we care about it? What was the cause? Should we catch up on targets? Also how many interest-rate hikes will we see in 2022?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on how high will interest-rates go this year? What next for bond markets? Also my thoughts on the China property crisis.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why some at the Bank of England voted for a 0.5% interest-rate rise.? Have they fueled inflation by delaying increasing interest-rates? How will they reduce their balance sheet in practice?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on can we block Russia from SWIFT payments? What the the costs of Brexit on individuals? Does Matt Hancock know anything about cryptocurrencies?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on at what level will the US Federal Reserve intervene to stop equity markets falling? How high will house prices go? Can the UK Pound £ keep rallying?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on when will the US raise interest-rates? Will there be concerted G7 interest-rate rises? Is Germany in a recession or depression?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on UK house prices in 2022. Is there a direct link between house prices and the money supply? How high will interest-rates go?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the impact of QE on economic growth. Plus what does the Bank of England interest-rate rise mean for inflation and will there be more? Also should Turkey adopt a cryptocurrency?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on GDP and how it reflects the actual economy as well as how the Covid-19 pandemic has affected and distorted the numbers.
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what currency intervention by central banks means and what is the objective? Why do Euro banks come to London? Can we design a better QE?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what will happen to interest-rates when the stimulus ends? With an extra kicker reflecting today's Covid scare. Also why are we bailing out Bulb?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what will the Bank of England do about interest-rates and QE next year? Do we need higher interest-rates? Can we get 5% GDP growth?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the consequences of negative bond yields for governments and long-term saving. Also where next for energy prices?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the return of an Unreliable Boyfriend to the Bank of England. What can be done about inflation and supply shortages? Where interest-rates are going next?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the US Dollar and why the trade deficit is not making it fall? Also will central banks turn tail on tightening? Plus the debt cost implications of UK inflation-linked bonds?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what can be done about UK inflation by the Bank of England? And by HM Treasury? Also is the Euro a MMT experiment? If so can it control inflation with taxes?
This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts via an interview with Jana Hlistova of The Purse Podcast and the subjects are. The pandemic: the impact on the global/UK economy -money printing -government debt -low interest rates & rising #inflation -unemployment & productivity+
My first weekly podcast covering my economics philosophy as well as developments in Japan and UK GDP numbers.