Notayesmanspodcast381

Notayesmanspodcast385

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 ?

Notayesmanspodcast384

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?

Notayesmanspodcast383

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

Notayesmanspodcast382

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.

Notayesmanspodcast381

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: will the SpaceX IPO see profits taken in AI stocks & 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 top Is 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%