notayesmansecon.bsky.social
@notayesmansecon.bsky.social
Reposted
My thoughts on how will things play out for Japan if Takaichi gets her landslide and implements in full her intended policies?
Are gilt yields now reflecting Starmer keeping his job, just?
why aren't gilt prices rising despite falling interest rates.?
#podcast
soundcloud.com/shaun-richar...
Notayesmanspodcast364
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 will things play out for Japan if Takai
soundcloud.com
February 6, 2026 at 12:33 PM
UK Wind Power has fallen to 11.9GW this morning. With 0.1GW of Solar we are burning 12.7GW of Gas as well as importing 1.1GW. Hydro is 0.3GW. Nuclear is 4.2GW and the awful Biomass 2.6GW The price of wholesale electricity over the past 24 hours was £94 per MWh. #renewables
February 7, 2026 at 8:45 AM
Good Morning All
February 7, 2026 at 8:40 AM
The UK has been exporting electricity today. I wonder if we are indirectly helping Finland in its present wind power crisis?
UK Wind Power has fallen to 18GW this morning. With 0,1GW of Solar we are burning 16.1GW of Gas as well as exporting 2.5GW. Hydro is 0.5GW. Nuclear is 3.9GW and the awful Biomass 3.2GW The price of wholesale electricity over the past 24 hours was £91 per MWh. #renewables
February 6, 2026 at 4:10 PM
My thoughts on how will things play out for Japan if Takaichi gets her landslide and implements in full her intended policies?
Are gilt yields now reflecting Starmer keeping his job, just?
why aren't gilt prices rising despite falling interest rates.?
#podcast
soundcloud.com/shaun-richar...
Notayesmanspodcast364
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 will things play out for Japan if Takai
soundcloud.com
February 6, 2026 at 12:33 PM
Reposted
If you have a question for my weekly economics and financial markets podcast then please let me know.
February 6, 2026 at 10:01 AM
Bank of England Governor Andrew Bailey wants more interest-rate cuts

Yesterday brought something of a surprise from the Bank of England. At its meeting ending on 4 February 2026, the Monetary Policy Committee voted by a majority of 5–4 to maintain Bank Rate at 3.75%. Four members voted to reduce…
Bank of England Governor Andrew Bailey wants more interest-rate cuts
Yesterday brought something of a surprise from the Bank of England. At its meeting ending on 4 February 2026, the Monetary Policy Committee voted by a majority of 5–4 to maintain Bank Rate at 3.75%. Four members voted to reduce Bank Rate by 0.25 percentage points, to 3.5%. Not the unchanged verdict but the fact that 4 policymakers voted for a cut in interest-rates.
notayesmanseconomics.wordpress.com
February 6, 2026 at 11:04 AM
If you have a question for my weekly economics and financial markets podcast then please let me know.
February 6, 2026 at 10:01 AM
Unchanged interest-rates (5.25%) from the Reserve Bank of India earlier.
February 6, 2026 at 9:24 AM
UK Chancellor Rachel Reeves remains under pressure with the UK ten-year yield at 4.54%. This is in spite of an improvement from the US and Germany.
February 6, 2026 at 8:45 AM
UK Wind Power has fallen to 18GW this morning. With 0,1GW of Solar we are burning 16.1GW of Gas as well as exporting 2.5GW. Hydro is 0.5GW. Nuclear is 3.9GW and the awful Biomass 3.2GW The price of wholesale electricity over the past 24 hours was £91 per MWh. #renewables
February 6, 2026 at 8:38 AM
With the Bank of England pivoting towards future interest-rate cuts this means that I will be watching the ECB presser expecting hints from the ECB and President Christine Lagarde.
February 5, 2026 at 12:23 PM
Bank of England Governor Andrew Bailey hints at an interest-rate cut next month.
"I expect to see quite a sharp drop in inflation over coming months.........I will go into the coming meetings asking whether a cut is justified."
February 5, 2026 at 12:13 PM
Due to the voting structure Bank of England interest-rates are being set by Governor Andrew Bailey who is the swing voter.
Bank of England
At its meeting ending on 4 February 2026, the Monetary Policy Committee voted by a majority of 5–4 to maintain Bank Rate at 3.75%. Four members voted to reduce Bank Rate by 0.25 percentage points, to 3.5%.
February 5, 2026 at 12:09 PM
Bank of England
At its meeting ending on 4 February 2026, the Monetary Policy Committee voted by a majority of 5–4 to maintain Bank Rate at 3.75%. Four members voted to reduce Bank Rate by 0.25 percentage points, to 3.5%.
February 5, 2026 at 12:08 PM
Stand By Your Desks! The Bank of England is up next....
February 5, 2026 at 11:56 AM
The latest economic news points towards another ECB interest-rate cut

Whilst today is Bank of England day I think that the central banking focus is now on the European Central Bank. One factor in this arrived yesterday. Euro area annual inflation is expected to be 1.7% in January 2026, down from…
The latest economic news points towards another ECB interest-rate cut
Whilst today is Bank of England day I think that the central banking focus is now on the European Central Bank. One factor in this arrived yesterday. Euro area annual inflation is expected to be 1.7% in January 2026, down from 2.0% in December according to a flash estimate from Eurostat, the statistical office of the European Union. So Euro area inflation is now below target giving ECB policymakers the chance to attack its wine cellar in celebration.
notayesmanseconomics.wordpress.com
February 5, 2026 at 11:15 AM
The Japanese Yen keeps going 157 now.
February 5, 2026 at 9:01 AM
Remember the Bank of England voted on interest-rates yesterday so some may be more equal than others this morning.
February 5, 2026 at 8:55 AM
Troubling times again for UK Chancellor Rachel Reeves as the UK ten-year yield rises to 4.57% this morning.
February 5, 2026 at 8:49 AM
UK Wind Power has rallied to 21.4GW this morning. With 0GW of Solar we are burning 10.8GW of Gas as well as importing 0.1GW. Hydro is 0.3GW. Nuclear is 3.8GW and the awful Biomass 3.3GW The price of wholesale electricity over the past 24 hours was £83 per MWh. #renewables
February 5, 2026 at 8:43 AM
Good Morning All
February 5, 2026 at 8:39 AM
Japan has created economic and financial instability by trying to be a control freak

As we approach the election in Japan we are seeing a lot of instability in financial markets. That will be troubling for a country which has prided itself on controlling them with policies such as yield curve…
Japan has created economic and financial instability by trying to be a control freak
As we approach the election in Japan we are seeing a lot of instability in financial markets. That will be troubling for a country which has prided itself on controlling them with policies such as yield curve control. Large-scale JGB purchases exerted downward pressure across the yield curve  Long-term interest rates were pushed down by about 1 percentage point since 2016.
notayesmanseconomics.wordpress.com
February 4, 2026 at 11:12 AM
The UK FTSE 100 has reached at new all-time high at 10.400 this morning 👍
February 4, 2026 at 10:17 AM
Gold is on the surge again as the futures contract rallies to US $5100 this morning.
February 4, 2026 at 8:57 AM