Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The UK's Inflation Outlook
02:19 • 2min
The Problem With Core Inflation in the UK
04:21 • 2min
Guilt Yields Jumped After the Latest Wage Inflation Print
06:31 • 2min
The U-Shaped Value of Pain in the UK Government Bond Market
08:34 • 2min
The Importance of Historical Context in Interest Rates
10:38 • 2min
The Bank of England's Communication With the Public Has Been Poor
12:14 • 2min
The Fed's Models for Inflation Don't Work
14:04 • 2min
The Problem With Mechanized Monetary Policy
15:59 • 2min
The Problem With Fiscal Policy and Interest Rates
17:43 • 2min
The Problem With Fiscal Policy in the UK
19:47 • 2min
The Effects of Interest Rate Swaps on the Bond Market
21:57 • 2min
The Risks of Hedging Your Mortgage Rates
23:52 • 2min
The Impact of Interest Rates on the UK Economy
26:19 • 3min
The UK's Housing Market Is Changing
29:11 • 4min
The Price to Income Ratio in the UK
32:58 • 2min
The Bank of England's Forecast for a Recession
34:52 • 2min
The Bank of England's Negative Messaging
36:57 • 2min
The Decline of the UK Housing Market
38:39 • 2min
Why Central Banks Raise Interest Rates Incrementally
40:12 • 2min
The Importance of Signaling to Markets
41:46 • 3min