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%