Notayesmanspodcast370

Notayesmanspodcast370

From Notayesmanspodcasts by Notayesmanseconomics

March 20, 2026 · 16 min

About this episode

This episode discusses the implications of rising UK bond yields and the Bank of England's interest rate decisions amidst economic challenges.

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 Please explain why that matters, what it means and the factors behind the rise in UK bond yields. A question for Friday. If Trump goes America first later in the year and restricts US LNG exports to keep prices down there, what happens in the EU & UK? Shaun for the podcast this week.....what are the reasons and consequences of the BoE holding at 3.75% this morning, when gilt yields have been surging for a couple of weeks now, and I see the 2yr is at 4.4% this morning! Thank you Sir...... To what extent would a UK base rate rise dampen inflation in the coming months, given that the driver of it is a rise in energy prices caused by a supply-side shock? What other policies might be as or more effective? Somewhat tongue in cheek, when will the Bank of England restart QE or Yield Curve Control? With a swing from -50 bps base rate cut now being replaced by+40 bps expectation this year, how badly will this effect OBR forecasts and hence pressure on RR amid calls for increased defence spending and intervention in household energy…

People in this episode

Host: Shaun

Topics covered

  • economics
  • UK bond yields
  • inflation
  • Bank of England
  • energy prices

Keywords

  • credit crunch
  • virus pandemic
  • US LNG exports
  • BoE holding
  • core inflation

Mentioned in this episode

Places: UK, America, US, EU

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