private debt deleveraging Archives - Capital Market Journal

UK INFLATION REALLY DECREASING TO A 3%, 3.5% RANGE? THE DATA SAYS YES

INFLATION SEEMS TO BE ON A SLOW DISINFLATIONARY PROCESS. IN THIS VIDEO, YOU WILL SEE PAST PATTERNS OF INFLATION COMPARED TO RECENT DATA, TO UNDERSTAND HOW MANAGING AGGREGATE DEMAND IS ...THE WRONG POLICY CHOICE TO CONTROL INFLATION AND PRICES.
EVIDENCE SHOWS, PAST INFLATIONARY SHOCKS HAVE BEEN PRECURSORS OF FINANCIAL ASSETS BUBBLES DEFLATING AND ECONOMIC RECESSIONS.
THE GLOBAL MACRO-ECONOMIC FRAMEWORK FACES SIMILAR INFLATIONARY PATTERNS, INTERTWINED WITH A MUCH LARGER ASSET BUBBLE, AND EITHER MONETARY OR FISCAL POLICIES HAVE FOCUSED ON AGGREGATE DEMAND INSTEAD OF THE ROOT CAUSES OF INFLATION AND INDISCRIMINATE PRICE RISES, CAUSED BY FINANCIAL ASSETS INFLATION.
THE CONSEQUENCES OF THESE BLUNDERS WILL HAVE TO BE SEEN.
00:08:09 Inflation and Financial Crises
00:10:52 Consumer Demand Dynamics
00:12:35 Inflationary Pressures and Debt
00:13:36 Food vs. Housing Inflation
00:16:17 Long-term Inflation Cycles
00:27:59 Aggregate Demand vs. Supply
00:29:52 Forecasting Inflation Trends
00:36:42 Fiscal Policy Implications
01:14:28 Fiscal Theory of Price Levels
The fiscal theory of price levels explains the relationship between government debt and the price level by asserting that the real value of government debt equals future expected primary surpluses or deficits. If expected future budgets are predominantly deficits, this leads to an increase in the stock of debt, which, in turn, necessitates a rise in prices to maintain equilibrium between the debt and the price level. This theory highlights how fiscal policy impacts inflation through its effect on expected future cash flows.

#inflation #ukeconomy #economicforecast #dataanalysis #fourieranalysis #InflationPrediction #economics #mathematicalmodeling #ukinflation #economiccycles #stockmarket #οικονομικά
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Educational Disclaimer

This video is produced solely for educational and informational purposes. The content is designed to demystify financial concepts and explore analytical tools for a general audience interested in learning about market dynamics.
Important:
Not Financial Advice: The content presented here, including all data, analysis, models, and strategies discussed, is for illustrative and educational purposes only. It is not intended as financial advice, investment advice, or a recommendation to buy or sell any security or financial product.
Seek Professional Guidance: All investment decisions involve unique risks and should be made in consultation with a qualified, independent financial professional, such as your private banker, financial advisor, or a licensed portfolio manager, who can assess your individual circumstances.
(By accessing this content, you acknowledge and agree that you are responsible for your own investment research and decisions)Show More

UK INFLATION REALLY DECREASING TO A 3%, 3.5% RANGE? THE DATA SAYS YES

INFLATION SEEMS ...

UK HIGH COST OF BORROWING EXPLAINED. WHY THE BANK OF ENGLAND MANAGES LIQUIDITY THROUGH STR & ILTR

00:08:52 ...

00:08:52 Liquidity and Reserves
00:13:24 Banking Sector Health
00:13:51 Impact of Quantitative Tightening
00:21:07 Bank of England STR and ILTR Explained
01:07:27 Market Reactions to News
01:31:37 Liquidity Premium and Risk
02:03:32 Machine Learning in Finance
02:09:11 ...Volatility Regimes Analysis
02:34:04 Conclusion and Summary
The bond market plays a crucial role in fiscal policy implementation, requiring careful consideration of auction timings, types of debt, and durations to effectively manage risk. This management is essential for reducing borrowing costs and market volatility.
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THE BANK OF ENGLAND £4.4 TRILLION STR & ILTR ARE AMONG THE INSTRUMENTS OF SMF MONETARY POLICY TRANSMISSION MECHANISM FOR MANAGING FINANCIAL AND BANKING SECTOR LIQUIDITY AND THE WIDER ECONOMY. IN THIS VIDEO, I WILL SHOW YOU THE REAL REASONS WITH BANK OF ENGLAND DATA, THE ACTUAL HUNDRED OF BILLIONS OF POUNDS IN FUNDING THAT THE CENTRAL BANK PROVIDES TO KEEP THE WHOLE FINANCIAL CIRCUS GOING, AND FOR THAT, HOW THE STR & ILTR ARE MECHANICALLY SOURCES OF UK BOND MARKET VOLATILITY AND WIDER, HIGHER LIQUIDITY PREMIA ACROSS ASSETS.
FORGET ABOUT THE 24/7 365 MASS MEDIA TABLOIDS JUNK NEWS CYCLE,
HERE YOU WILL FIND THE ANSWERS AND THE EXPLANATION IN PLAIN ENGLISH WITH ACTUAL REAL DATA FROM THE BANK OF ENGLAND.

#bankofengland #bonds #bondinvesting #yieldcurve #financialcrisis #ukeconomy #savings #Pensions #quantitativetightening #récession #monetarypolicy #yieldcurve #repo #fixedincome #financeeducation #bondmarket #GiltMarket #BondInvesting #Macroeconomics #UKFinance #Inflation
#stockmarket
#οικονομικά
Listen for Free to The Podcast :
https://open.spotify.com/show/7puiUZxpDb7DT5rYOnIkmk?si=efcc3ea01f304b19
Read for Free and enjoy the Journal with the latest, most important facts you need to know about economics and global markets:
https://capitalmarketjournal.com/

Educational Disclaimer

This video is produced solely for educational and informational purposes. The content is designed to demystify financial concepts and explore analytical tools for a general audience interested in learning about market dynamics.
Important:
Not Financial Advice: The content presented here, including all data, analysis, models, and strategies discussed, is for illustrative and educational purposes only. It is not intended as financial advice, investment advice, or a recommendation to buy or sell any security or financial product.
Seek Professional Guidance: All investment decisions involve unique risks and should be made in consultation with a qualified, independent financial professional, such as your private banker, financial advisor, or a licensed portfolio manager, who can assess your individual circumstances.
(By accessing this content, you acknowledge and agree that you are responsible for your own investment research and decisions)Show More