Notayesmanspodcast372

Notayesmanspodcast376

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 rates rises along with BoE rate rises, with markets now pricing in 3 x 25bps hikes this year. Richard St Ruth I am a bit worried about Britain’s economy over the next few years. I remember back in 1976, when Britain went to the IMF, gilt rates were very high. Five-year gilts were about 12% to 14%, while 10-year gilts were fractionally higher at 13% to 16%. If our economy goes pear-shaped, heaven forbid, we could go to 8% or more. Have you given any thought to gilts going higher? Julia Macfarlane Why are people not talking about this other than on twitter? I don’t fully understand how bonds work as I am economically dyslexic 😵‍💫 yet even I can tell something disastrous is unfolding. What’s going on!

Notayesmanspodcast375

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, who'd lose out? Alastair Smith Hi Shaun. Any thoughts on Sarah Breedon's comments which are reported by the BBC today with the headline "Stock markets are too high and set to fall, says Bank of England deputy" ? Morris May As the yield spread between the US and UK hits 67bps, at what point do either Bailey or RR take responsibility or will they continue to ignore the elephant in the room

Notayesmanspodcast374

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 effect the UK economy in the next couple of years? Morris May Just how precarious is the UK Gilts market after the spike yesterday when the guardian story broke? Mr B What was interesting Shaun, that Bessent said in an interview at the INF meeting that he believes the @bankofengland is making profits on gilt trading and intervenes when required to control negative market moves ? Do you believe he knows something we do not see ? dAVIDTHECHEF The BoE aren't that clever and proactive surely? D-COO Bluesky Podcast Question: yesterday, Fortune mag stated that "The premium U.S. Treasuries once commanded over other advanced-economy debt is narrowing." How might the UK position itself to catch an outflow from t-bonds?

Notayesmanspodcast373

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.

Notayesmanspodcast372

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 : Japan’s 40-year bond yield at ~4% cuts both ways — it signals a healthier, post-deflation economy and helps pensions/insurers, but raises government borrowing costs and risks financial instability if the shift is too fast. Q: what do you think will happen? With Bailey, the Fed and the ECB suggesting that they sit and wait on interest rates, is it possible that bond rates rise further than they have already while they dither? Could this lead to a bond/financial crisis?