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EPISODE · Mar 6, 2026 · 11 MIN

Notayesmanspodcast368

from Notayesmanspodcasts · host Notayesmanseconomics

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 January weakening in UK money supply growth. Q: will 10 year UK Gilt rate hit 5% this time? Given the ECB is 100% to raise rates if this war prolongs, do you think Bailey will abandon QT, raise rates or both? I know you have covered this to an extent in your excellent blog today Is the war against Iran a convenient vehicle for UK Chancellor Rachel Reeves to blame all her mismanagement of the economy?

Episode metadata supplied by the publisher feed · Published Mar 6, 2026

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