Notayesmanspodcasts

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 why is the Boe is going through a process of quantitive tightening at the moment? Any thoughts with the current fiasco going on for investors? What's your take on the situation with the £ and government bonds? Is a UK bank tax coming? How high do you think the Bond vigilantes will push gilt rates up to.?

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 Should the fiscal rules be scrapped as we can't forecast accurately? Will lower oil prices drive down inflation and if so how? Should UK interest-rates be set by government? Are Income Tax rises in their way? How likely are capital controls for the UK?

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 how the fall in the UK Pound £ versus the Euro will affect inflation? Then an explanation of how Bank of Italy Governor Panetta got his maths wrong on the subject of the Digital Euro yesterday? Also why I think it is the road to-3% interest-rates on the next crash.

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 how the AI stock market boom compares to the dot com one? What did we learn from UK Retail Sales? What about Euro are debt maturities? Have we seen the peak in UK bond yields? Will sanctions on Russia affect the oil price?

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. How worried should we be by the news of US regional bank loan write-offs/fraud? With gilt yields easing, will it affect the OBR forecast and as a result allow RR to go easy with her tax raid? Is there not a danger that the bond markets will then force yields up if she doesn't appear to have tackled the deteriorating UK fiscal position?

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. An introduction on Sanae Takaichi and Abenomics. The economic consequences of the UK importing so much of its electricity. Why are UK bond yields above Japan? Is the US about to restart QE?

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 economics effects of the US government shut down? What mistakes has Argentina made? Can the US revaue its Gold reserves and spend the gains? Will the ECB buy French bonds to reduce Le Spread?

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. Reform plans for the Bank of England. Why has the Gold price risen so much? Why do people think the price of gas drives UK electricity costs? Where do I think interest-rates and inflation are going?

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. On 1 September, 86 MILLION bank accounts will be suspended in Vietnam because their owners have not registered for biometric digital ID, including fingerprints and facial recognition. Perhaps you could talk about that on Friday. It does seem odd that countries like the PIGS have lower or similar bond yields Vs much higher rated France. Even @SkyNews are saying the @bankofengland sale of gilts, which they announced on the EVE of the Mini-Budget, had a huge impact. And the BOE themselves admitted that two-thirds of the market spike in 2022 was down to their failure to regulate pensions. Morgan Stanley ‘Fletcher’ CIO suggest portfolio 60 Equities 40 Bonds is changing to 60,20,20 bonds % lowered as other assets Gold, BTC included. Bad for Gilts. Q: Budget The ‘Torsten’ Bell Tolls for all, do you see Reeves increase starting tax band to 21p even 22p? I was scapegoated for the BOE's failings - but the media don't want to acknowledge it as it exposes the false narrative they pushed.

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. In addition to reducing the frequency (perhaps a three-month rolling average) should we instead focus on per-capita rather than headline and perhaps GNI instead of GDP? Would kill importation of cheap labour. I appreciate that markets look 12-18 months ahead but how much of these rises are based on genuine optimism for the world economy in the short term or are we seeing an unsustainable bubble, in your opinion? When you say burning 3.1 GW of gas, is the the output in electricity?

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 how bad the UK fiscal position is? Why haven;t huse prices fallen by 35%? Are UK Retail Sales improving? How do long bond yields affect the economy?

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 Camille Araz What is the deficit in the UK and what is it in the US? What about overall government debt? Damien Pudner Should the BoE be given a dual (or different single) mandate? mark bishop OK, here's one for you: if you were economic adviser to Rachel Reeves, what would you recommend she does in the upcoming Budget (other than resign, obvs...)? Morris May What likelihood do you think there is of the BoE scaling back or pausing their QT programme TruffleHunter What are your opinions on the IPPR recomendations for BOE ahead of next months QT review and autumn budget. James Hirst What is current state of play with QT in the UK? Eightieskid Deep dive into UK govt borrowing in particular to understand at what point the recent rising interest costs becomes unsustainable. EcologyHODL What's your view on Bitcoin? Liz Crosbie Businesses need markets to grow. Where is the uptake in demand to come from with a population buckling under cost of living pressures? Please discuss.

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 how much of UK GDP growth is government driven? To what extent do gilt yields play a role in £ exchange rate, if any? At what level of yield on long gilts do we have a crisis? How unusual is the disconnect between Bank of England base rate policy and market yields, relative to the UK history and other countries? Do UK Chancellors ever have good days?

My first weekly podcast covering my economics philosophy as well as developments in Japan and UK GDP numbers.