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: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026 podcast

Um, and that should hopefully help improve liquidity.

They actually have not really specifically said it's to lower yields, but to improve liquidity, but obviously they want lower yields 'cause they've got a trillion dollar a year uh interest rate bill.

Yeah.

Which if you think is nuts, like whether the entire UK economy is what, four trillion or five?

Or something like that.

And they've got a fifth of that in just an interest.

Which is just is wild.

Which is

Anyway, so that the hope is that.

And I actually, to be fair, so I was looking at this on on its own terms.

It's actually worked so far.

So you did that announcement a few weeks ago.

And if you look at the term premium based on the yield curve of of longer terms, the term premium, by the way, is the kind of like the risk embedded in a bond.

Yeah.

Right.

So you basically got two parts of risky one, you've got

What you think the central bank's gonna do, so the Fed in terms of rate hikes.

Yeah.

And then anything that's left over is really like the extra risk for owning that bond.

Yeah.

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