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 Can apple relocate to India if there is full scale war? Can you explain why UK electricity costs are so high relative to our peers? What is happening in the UK bond market?

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 How do you think mortgage rates in the UK for 2,3 and 5 year fixes are going to play out over the remainder of 2025? Any views on asset allocation in the age of Trump? Common wisdom has it that we should be wary of the adage: this time it’s different. Is it different this time?

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 can China devalue to mitigate the effect of the Tariff War? Will we see new trade blocs emerge? Will the Bank of England stop QT Gilt Sales? Does the Triffin Dilemma exist for the US? Have countries (China) been selling US Government Bonds to influence policy? Will the trade wars be inflationary or deflationary?

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 will be the second round effects of the Trump Tariffs? Are Gold and Bitcoin joint threats to the monetary system? Will central banks cut or raise interest-rates in response to the Trade War? How much will the UK and other countries benefit from lower bond yields?

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 will the UK be forced to go to the IMF? Does a Wealth Tax work? Has the Laffer Curve moved against us? Does Chancellor Reeves want a recession to reduce UK interest-rates to 0%?

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 we seeing more of a command and indeed communist economy in the UK these days? How will UK Chancellor Rachel Reeves react to losing her fiscal headroom? Should the Office for National Statistics offer opinions as well as figures?

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 whether the Euro can survive EU rearmament and the rise in debt costs and debt interest? Plus my thoughts on the parlous state of the ECB balance sheet. Also how reliable are the Atlanta Fed GDP forecasts?

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 cryptocurrencies like Bitcoin and whether we should fear them or hope for them? Plus I explain the risks of the central bank version or CBDCs. Will the Euro fall in response to Trump tariffs? Will UK taxes rise in the spring Budget?

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 losses announced by the ECB and explain how the capital losses make the real position much worse. Also how much better off the UK would be if my advice to issue some 100 year bonds had been taken? How independent is the Bank of England? What would happen if the £1.8 trillion savings in the UK were spent or invested? Is energy inflation different to other types?

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 a property or land value tax. Has Chancellor Reeves been tricked by the UK Treasury? How has the threat of Trump Tariffs affected UK financial markets? Does IHT on farmers reduce mortgage rates and increase economic growth as Prime Minister Starmer says?