Notayesmanspodcast380

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?

Notayesmanspodcast377

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 fair amount of truth in this summary. So an early question for tomorrow's pod...is it possible we might see a bond strike? Dr Twatter reason for lower yields? Matt Brookes One for the podcast - will we be getting an energy/ inflationary spike as the effects of Iran filter through?

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!