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 Are Non-Depository Financial Institutions (NBFIs) going to be the next derivatives? Over time, how accurate an indicator has broad money, M4, been of inflation/growth in 18 months time? but does a rise in the endogenous money supply cause an increase in the nominal size of the economy (real growth + inflation) or is it as a result of an increase in the nominal size of 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 What’s going on in the property market

Lots of houses sticking not selling?

Richard st ruth

Friday feels a long way off, but I’d be interested to hear your thoughts on the Japanese bond market.

Stewart Button

A question for the podcast- how long does the market expect the gold rally to continue, and how long to you?

And, is the bass solo in 'My Generation' the best ever!? What is that.

Bond Jockey

Shaun, was a strong retail sales not down to investors buying Gold sovereigns and Britannias in higher than normal quantities (and value obviously)...

Morris May

With American borrowing soaring, how much of that is a concern when their economy appears to also be growing fast (maybe 5% pa)?

Shaun, was a strong retail sales not down to investors buying Gold sovereigns and Britannias in higher than normal quantities (and value obviously)...

Mayor of West Yorks

Shaun, how can an economy that’s “growing” be losing so many jobs?

I think the OBR is using an underestimate of real inflation to estimate GDP (consumer inflation is over 5%)

300,000 people have lost their job in a year -

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 what is your outlook for Gilts this year? Are gilt ETFs a good buy right now for income, capital gains and protections against a looming stocks correction? Plus the problems with UK official statistics and the Labour Force Survey.

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 Gilts seem steady, why? Are the Bond vigilantes still on holiday 😀 or is there something else? Shaun,do you see the Trump call for 50% increase in military budget in 2027 = A Gold linked issued 50- year bond in July 2026 to coincide with 250- year anniversary of the USA.

This issue will be similar to UK perpetual war bonds very patriotic move & cheap

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 isn't the Gilt market responding positively to the news that there will be rate cuts next year and the most recently inflation figures are lower than expected? given that Government borrowing exceeded forecast again last month, are you worried - and how do you think the situation is likely to play out (and when)? Will the debacle over EuroClear frozen Russian assets have a long lasting effect on foreign funds placed within the EU or will the sensible decision last night to back off confiscating Russian assets reassure the ME and Asia countries? ‘The Bank of Japan has raised its interest-rate to 0.75%.As it did so will all the enthusiasm of an Arsenal fan supporting Spurs the Japanese Yen has fallen more than a big figure to 156.88.’

Q: your X. What do you think their motives are, ‘going for an export drive’?

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 latest announcement from the US Federal Reserve about starting purchses of Treasury Bills. Os this QE? Also will the Bank of England copy this? Will the Bank of England cut interest-rates? Is the bond market too highly leveraged?

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 implications for GDP,debt costs and the national debt of the rise in Japanese bond yields. I number-crunch the BBC analysis of higher UK Gird charges for electricity. Also the EU plans to loan Russian money to Ukraine.

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 I think it is a bad idea that the UK is switching to issuing more short-dated debt? How has the UK bond market responded to the Budget? Will mutuals be affected by he cash ISA changes? Can you explain how student loans affect the UK public finances?

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 price of Gas? The impact around the world of higher Japanese bond yields? Will Bank of England cut interest-rates. Have renewables driven up the price of UK electricity? Will we see a bank crisis? What would you do if you were the UK Chancellor of the Exchequer?

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.?