Notayesmanspodcasts

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 chances of the UK running into Argentina/Turkey levels of inflation and interest rates? How genuine do you believe the economic data coming out of China to be? 1) Do you agree with me that a good move by Burnham would be to go back...

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...

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...

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...

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 s...

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 . BESSENT: INFLATION IS GOING TO BE A SHORT TERM BLIP Question: How high do you think the Bank of England will allow inflation go before the raise bank rate? Considering many punters are already suggesting inflation will hit 4 or 5 soon. Q: wil...

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 May With 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 May With the £ weakening by ov...

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 Whitely Whats your view of whether tax increases are actually pulling in the revenue expected? Also on debt interest costs? Morris May Does the OBR exist to make other economists look good? hes not the messiah what solace are bond PMs...

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 . Richard st ruth Q:😃 what do you think the Bond vigilantes are thinking about our Gilts movement over the next couple of years? Morris May To what extent do gilts sell offs relate to the £ exchange rate? We saw it to the extreme last under Tr...

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 . Harrison Hi 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 May there is a fa...

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 . GB Investor and Politics Shaun, i ask you this a lot, do you think inflation in the UK is because there is too much demand? Morris May With the 5 yr at 4.62, 2yr at 4.57 and 52wk 4.48, which bond yield gives a better indication as to mortgage...

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 please talk about the plan for U K banks to buy £150 billion of UK government bonds. It's paywalled and I can't find a way round it, and even if I could, I don't know if I'd understand it. So. my Q: what's the idea, would it work, who'd benefit...

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 According to ChatGPT the refinancing mortgage wave in the next 2 years could involve roughly: • 3½ – 4 million owner-occupier households • several hundred thousand landlord mortgages Maybe £200-£300 per month. Question for Friday: How will this...

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 government bond market and the factors I believe mean that we are in a crisis that will not be easy to escape.

My first weekly podcast covering my economics philosophy as well as developments in Japan and UK GDP numbers.