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

According to ChatGPT the refinancing mortgage wave in the next 2 years could involve roughly:

• 3½ – 4 million owner-occupier households

• several hundred thousand landlord mortgages

Maybe £200-£300 per month.

Question for Friday: How will this effect the UK economy in the next couple of years?

Morris May

Just how precarious is the UK Gilts market after the spike yesterday when the guardian story broke?

Mr B

What was interesting Shaun, that Bessent said in an interview at the INF meeting that he believes the

@bankofengland

is making profits on gilt trading and intervenes when required to control negative market moves ?

Do you believe he knows something we do not see ?

dAVIDTHECHEF

The BoE aren't that clever and proactive surely?

D-COO Bluesky

Podcast Question: yesterday, Fortune mag stated that "The premium U.S. Treasuries once commanded over other advanced-economy debt is narrowing."

How might the UK position itself to catch an outflow from t-bonds?