EPISODE · Mar 20, 2026 · 15 MIN
Notayesmanspodcast370
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 Please explain why that matters, what it means and the factors behind the rise in UK bond yields. A question for Friday. If Trump goes America first later in the year and restricts US LNG exports to keep prices down there, what happens in the EU & UK? Shaun for the podcast this week.....what are the reasons and consequences of the BoE holding at 3.75% this morning, when gilt yields have been surging for a couple of weeks now, and I see the 2yr is at 4.4% this morning! Thank you Sir...... To what extent would a UK base rate rise dampen inflation in the coming months, given that the driver of it is a rise in energy prices caused by a supply-side shock? What other policies might be as or more effective? Somewhat tongue in cheek, when will the Bank of England restart QE or Yield Curve Control? With a swing from -50 bps base rate cut now being replaced by+40 bps expectation this year, how badly will this effect OBR forecasts and hence pressure on RR amid calls for increased defence spending and intervention in household energy bills? Q; Shaun can you explain to listeners that the last inflation rate is just indicating a slowing of the rise and previous inflation does not disappear. Q: 2 How people adjust their spending when oil spikes but long term effect will add to core inflation
What this episode covers
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 Please explain why that matters, what it means and the factors behind the rise in UK bond yields. A question for Friday. If Trump goes America first later in the year and restricts US LNG exports to keep prices down there, what happens in the EU & UK? Shaun for the podcast this week.....what are the reasons and consequences of the BoE holding at 3.75% this morning, when gilt yields have been surging for a couple of weeks now, and I see the 2yr is at 4.4% this morning! Thank you Sir...... To what extent would a UK base rate rise dampen inflation in the coming months, given that the driver of it is a rise in energy prices caused by a supply-side shock? What other policies might be as or more effective? Somewhat tongue in cheek, when will the Bank of England restart QE or Yield Curve Control? With a swing from -50 bps base rate cut now being replaced by+40 bps expectation this year, how badly will this effect OBR forecasts and hence pressure on RR amid calls for increased defence spending and intervention in household energy bills? Q; Shaun can you explain to listeners that the last inflation rate is just indicating a slowing of the rise and previous inflation does not disappear. Q: 2 How people adjust their spending when oil spikes but long term effect will add to core inflation
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Notayesmanspodcast370
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