Simon White
speaker
448 appearances
2 recordings
1 series
first heard Jul 2026
last heard 11 Sep
Simon White’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Merryn Talks Money · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026
podcast
Yeah.
Right?
And and uh they're all aware of that, right?
I mean even reformed, surprisingly actually, you know, they they've talked about they're gonna cut what, fifty billion and and but the
a lot of reform voters are are against it.
Yeah.
Yeah, yeah.
So I'm surprised they kinda went down that route.
But but I think no matter who which party it is, they're gonna have they're gonna face that problem.
Well, I mean, it has to be something, I guess, it it almost feels like there has to be something dramatic that happens.
I mean the the problem is, of course, is that the uh y you mentioned like UK yields.
They are high but they're kinda rising everywhere.
Yeah.
And again, it's f funnily enough, it's the term premium again.
So actually the extra risk so since Burnham became Prime Minister, what like uh last month or two months of July.
Um term premium in the UK has gone nowhere.
It's actually not moved.
So so actually if you look at the risk, the yields have gone up, but the actual underlying risk hasn't actually altered.
But almost like I wouldn't want him to know that because 'cause it it reclates its reflexivity.
It's like and Trump's the bit doing it in the US with the stock market so he can escalate the war.
Showing 181–200 of 448 · page 10 of 23
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