Notayesmanspodcast380

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?

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?