Why the BOE are Selling their Gilts back into the market?
Great question — This is about the Bank of England’s Quantitative Tightening (QT) strategy. As the BOE refuses once again to reduce interest rates, despite all the financial indications (slowing economy, less jobs being created etc), it now decides to sell its Gilts, The BoE has two main ways to shrink its balance sheet […]
Why the Crypto groups are attacking the Bank of England re their plan to limit stablecoin ownership!
Here’s a summary of what’s going on — what the Bank of England (BoE) is proposing regarding stablecoins, what crypto / payments / business groups are objecting to, and why. If you want, I can also give my view on whether their concerns are valid. What the BoE is proposing The BoE plans to […]
Danny Kruger defects to Reform- oh Dear!
Danny sent me his reasons for the Defection!! will there be more? Dear Lee Today I announced that I am leaving the Conservative Party and joining Reform UK. I know this will come as a shock, and strike many as a betrayal of the Party that selected me as a candidate for Parliament and supported […]
Response to Kemi Badenoch, Kemi do your want to be PM or Not?
Dear Kemi, Do you want to be PM or NOT!Living within our means is a very noble and sound philosophy when it’s possible, it applies to our household expenses and equally to government budgets, we should all do it and here we 100% agree, … however sometimes in life, things do just not add […]
The political implications of Rayner’s resignation
When you buy a second house, beware of the tax implications!! Here’s a deeper look into the political implications, the cabinet reshuffle, and reactions from other parties following Deputy Prime Minister Angela Rayner’s resignation on 5 September 2025: Political Implications & Internal Dynamics A major blow to Starmer’s governmentRayner’s resignation delivers one of the most […]
UK retail investors have flocked to gilts in 2025, making it a record year:, Here is why,
Here’s why UK retail investors have flocked to gilts in 2025, making it a record year: 1. Yields at Multi-Year Highs Sharp rise in gilt yields: Long-dated gilt yields, like the 30-year, have climbed toward their highest levels since 1998—hovering around 5.57%–5.72% This surge is largely attributed to a global bond market sell-off […]
Why are UK’s borrowing costs the highest in the G7 and soooo very High?
Good question — the UK’s borrowing costs (yields on government bonds, or “gilts”) have been unusually high compared to other advanced economies lately. A few key reasons explain this: 1. Inflation has been sticky UK inflation has fallen more slowly than in the US or eurozone, especially in services and food. Sadly, Investors expect […]
Trump gets his interest rate cuts despite inflation!
Here’s why most economists—according to a recent Reuters poll—expect the U.S. Federal Reserve to cut interest rates in September, followed by at least one more cut before the end of 2025: Key Drivers Behind the Expectations1. Softening Labor Market Recent data revisions show weaker-than-expected hiring, suggesting the labour market is losing steam. Given […]
Does the rise of the AI Influencer pose a risk to Society
Potential Risks to Society Misinformation & Manipulation AI influencers can spread false information (intentionally or accidentally) at scale. They could be deployed by corporations, governments, or malicious actors to manipulate public opinion subtly. Authenticity & Trust Erosion Audiences may struggle to distinguish between real and synthetic personalities. Over time, this could erode trust in human […]
Indonesia in Turmoil, not the time to invest!
Key Drivers Behind Market Turmoil 1. Trigger: Outrage Over Lawmakers’ Perks Protests erupted nationwide in response to newly proposed monthly housing allowances (~US $3,000) for lawmakers—at a time when living costs and unemployment were high. This sparked widespread public anger and mobilized civil society groups. 2. Escalation: Death, Violence, and Vandalism Tensions surged after a […]