This is my series of podcasts explaining how economics works in the credit crunch era.
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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 guess Shaun you'll get any number of questions about what the US is up to, but if not how about something like this: what is Bessent trying to achieve, could it work, who benefits, who loses out. With the general rise 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:- Might be a stupid question, but how does one navigate this to protect capital? Are the recent growth figures for the UK economy as a result of the recent World Cup and people spending more? Or is there a reason to be optimistic? I may be too…
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’ve seen a couple of commentators talking about ‘zombie companies’ in Japan, which will fold if interest rates rise. It’d be interesting to explore this, and whether it will affect the USA, Europe and the UK — all of which have already seen…
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…
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 view of the dilemma of adherence to the self-imposed fiscal rules against the need to fund defence/infrastructure commitments. Shaun, I'd be interested in your view of the 10-year gilt yield, nudging 5.1%. How much of this rise is…
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…
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…
