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Show me where to put the money

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Manage episode 477510606 series 3369401
Content provided by Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Anyone with money faces a dilemma right now. Where do you invest it? Historically it’s been quite simple. If you are prepared to take risks, buy shares. If you want to play it safe, buy government bonds because, although the returns can be quite slim, you know major economies, like the US, will always repay their debt. But now bonds aren’t such a safe choice.


Last week Donald Trump did a u-turn on his highest tariff levels because US government bonds were being sold off, pushing up the interest the government has to pay to attract buyers. In short, the cost of servicing debt was sky-rocketing for the US government.


It was a pivotal moment. Simon French, Chief Economist and Head of Research at Panmure Liberu, describes how there’s less confidence in US net now and investors are looking to Europe as a safer place to see a return on their investments.


Hosted on Acast. See acast.com/privacy for more information.

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152 episodes

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Show me where to put the money

The Why? Curve

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Manage episode 477510606 series 3369401
Content provided by Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Anyone with money faces a dilemma right now. Where do you invest it? Historically it’s been quite simple. If you are prepared to take risks, buy shares. If you want to play it safe, buy government bonds because, although the returns can be quite slim, you know major economies, like the US, will always repay their debt. But now bonds aren’t such a safe choice.


Last week Donald Trump did a u-turn on his highest tariff levels because US government bonds were being sold off, pushing up the interest the government has to pay to attract buyers. In short, the cost of servicing debt was sky-rocketing for the US government.


It was a pivotal moment. Simon French, Chief Economist and Head of Research at Panmure Liberu, describes how there’s less confidence in US net now and investors are looking to Europe as a safer place to see a return on their investments.


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

152 episodes

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