Notayesmanspodcast379

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%

Notayesmanspodcast380

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 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 Cowan What economic interventions would you make to address the youth unemployment crisis in the UK. Truffle Hunter With brent dropping back to $90 this morning how does this drift lower start to impact inflation? Don't panic jonesy Wholesale elec price is still dropping dramatically. When do we get to see this reflected in our bills?

Notayesmanspodcast379

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 seeing above that 😱 borrowing figure? Global trends? Or are they buying the Operation Save Keir spin?

Notayesmanspodcast378

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 Truss. When does it become a problem? Alastair Smith From a quick search I couldn't find any comments from you on Modern Monetary Theory. It's been brought back into the Scottish independence debate following the recent election. In light of that, and increasing interest rates in Japan & elsewhere, wondered what you think of MMT? Lairy Sanders It looks like CDS moving too for gilts?