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.

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

becomes much more uncertain.

So it's really bad for consumption.

It's bad for investment.

It's pretty much bad for everything.

And therefore, it feeds into credit markets, bond markets, stock markets.

Basically, they all have to have a higher risk premium to take account of this extra uncertainty because of the extra volatility.

So it's not a good environment at all for asset prices.

And as I say, I don't really think inflation looked like it was coming off.

It was still elevated, remember?

And I think it was going to come back anyway.

But this, of course, has just accelerated it, right?

What's happening again in the Middle East, which never really went away.

And I was looking at this earlier as well when it comes to food prices.

So we kind of dodged a bullet when it came to food prices because people thought, you know, there's a lot of fertilizer ingredients, if you like, come through the Gulf.

They come from the Gulf or they travel through the Strait of Hormuz.

And you did see a sharp rally in some of the stuffs like urea and ammonia, but it came back down really sharply.

And that was partly good fortune, really.

You had high inventories already.

China, I think, released a lot of urea supply into the market.

So kind of everything went in the right direction.

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