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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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Merryn Talks Money · Markets Wrap: Inflation Means Bad News for Burnham · 24 Jul 2026 podcast

It feels like he's off to a good start, but the mathematics, you can't get away from the fact that he's going to need to cut spending one way or the other.

And we don't think he can probably tax that much more.

I mean, he might try.

But this is where obviously it could all start to unravel.

Yeah, exactly that.

I mean, oil prices, as you say, back in the rise, we're almost at 100 again on Brent oil prices.

And you've got all the ingredients.

I mean, really, inflation never went away in the first place.

That's one thing.

And this getting, you know, this re-ignition, if you like, from this renewed rise in oil prices is a problem.

And what happens with inflation is that's bad enough.

Of course, prices go up and everything gets more costly, of course.

But when inflation rises, it tends to use a polysyllabic term that's heteroscedastic.

So just to throw out, now we do need subtitles.

But basically, the higher it gets, the more volatile it gets.

And you see that with inflation.

It's already beginning to happen, certainly in US inflation.

So you're seeing that kind of, so you've got this added uncertainty with prices, given that like, you know,

So essentially the purchasing power of your money is pretty much the most important signal out there.

And if that becomes more uncertain, it feeds into all sorts of goods prices uncertainty, Fed policy uncertainty, borrowing rates uncertainty, cash flows, all that sort of stuff.

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