Simon French
speaker
220 appearances
1 recordings
1 series
first heard Sep 2025
last heard Sep 2025
Simon French’s voice in public audio — every appearance, attributed to the second.
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Appearances
What I don't get
Mm-hmm.
Yeah, uh I wouldn't I mean look at the risk of getting into sort of interest rate forecasting.
I I think um
Right now, if you look at the issuance profile for the United States and all developed economies, it's pretty aggressive and the clearing price and therefore nominal yields look uh not quite set or I would say set in in terms of being relatively elevated.
Now two trillion sounds like a lot of additional demand, but in the context of a US federal debt that is
Yeah, rapidly approaching thirty five trillion and expected to blow through forty trillion.
It's actually, dare I say, a relatively small beer.
It's part of the the way of underscoring um US debt demand, but it's not a golden bullet.
Um
Uh yeah.
Uh so maybe the sort of Trump administration are going with alternative facts.
Where have we heard that before?
I mean look, uh no, uh that's being mis slightly flippant.
I I would say that um part of
Making
public policy, fiscal, monetary, you know, part of that is effective communications and confident communications.
Um, do I believe everything that is claimed around the uh the Genius Act and the broader economic agenda of I forget just the Trump administration, but mm all major
um uh governments around the world.
No, I don't.
Showing 61–80 of 220 · page 4 of 11
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