The Other Hand
535 episodes — Page 11 of 11
Hitting the beach after July 19th? Be prepared for a shock if you are renting a car. Supply chain problems are worsening - not just for autos. Johnson's gamble looks like he's going 'all in'.
Anyone heading off after July 19th should steel themselves for sticker shock, not least for car rental prices. Inflation continues its global creep.Boris Johnson look a worried man - for very good reason. The numbers don’t support what he is doing - or at least reveal a massive gamble. Just as England’s social problems reveal a very troubled country. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Johnson's biggest gamble yet. Eurozone economy finally takes off - but for how long? Why do some journalists make it so personal?
Boris Johnson has always been a gambler. His biggest yet is the decision to lift all Covid restrictions on July 19th. Latest eurozone economic data suggest the long awaited lift-off. Are all newspaper articles still written by real people? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
The UK government and NPHET couldn't have more different views of the world. Only one of them can be right.
The UK government believes the time has come to live with Covid. NPHET does not.We look at the evidence and what each government believes. In particular, we shine a laser beam on the trade off between health and the economy. Either there is one or there is not. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Scientists say jump, government asks: how high? Should policy makers not consider the bigger picture? Will young people become revolting?
Surely governments have a wider remit than do medics and scientists? What is the bigger picture?What is the future for the younger generation? Who is looking after their interests? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Brexit Unfolded: in conversation with author Professor Chris Grey on the publication of his much awaited book.
On the 5th anniversary of the Brexit referendum, Chris Grey publishes Brexit Unfolded, his magisterial account of what has happened since that fateful day. The book explores the debate as it unfolded and the evolution of Brexit’s vague definition into the hardest of outcomes. In conversation with Chris Johns, Professor Grey reveals he almost used ‘lies can never become policy’ as the book’s subtitle. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
End of the reflation trade? The mysterious NPHET opposition to antigen testing. Cracks in Boris Johnson's wall.
Markets decided weeks ago that the inflation scare is temporary. Now they are doubling down with a bet that the ‘relation trade’ is over: that means big reversals in bonds, commodities and much else besides. Signal or noise?There is far too much muddled thinking on antigen testing. It’s a useful addition to the toolkit. Why NPHET is so opposed is a mysteryA UK by election reveals that southerners with degrees, jobs and a garden don’t like being trashed on a daily basis by Johnson’s culture war mercenaries. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
The delta variant is coming your way, but so is the populist plague. The G7 and the return of America: perhaps temporary but certainly welcome. A pointless trade deal with Australia.
Johnson once again fluffed his lines when he had to speak them live. He’s all bluster, zero beliefs and much worse than a mere mini-Trump.90+% of covid in the UK is of the India/Delta variety. Does scientific advice make sense? Do the current lockdown restrictions? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
G7 is not just about corporate taxes: the environment is even more important. EU and UK fall out over sausages. Out and about in London and Dublin
The G7 has a long and mixed history. It used to be about exchange rates. Today it is mostly taxes but there have been important environmental initiatives of late.Staff shortages in surprising places: out and about in London and DublinUK and EU fall out over sausages. Johnson’s next capitulation is in sight, if the past is anything to go by. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Booming economies but where have all the workers gone? UK heading for big Covid trouble? Why do economists love property taxes?
A raft of economic data this week suggests economies on both sides of the Atlantic have taken off like a rocket. But, in the US at least, workers are notable by their absence. The UK looks to be trouble with the Delta variant. How bad could it get and does it threaten the recovery?Property taxes are in the frame. Politicians who should (and probably do) know better say they are in favour of wealth taxes and against property taxes. That is nonsense. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Archbishop McQuaid's ghost stalks our streets. Beware the inner traffic warden. Where did the virus really come from? OECD ups its forecasts.
Comments from civil servants about Dublin’s Street life raise all sorts of questions. Only some of which are about Covid: the ghosts of authoritarian priests are seen walking the Capital’s streets. We all need to be mindful of our inner traffic warden. There could be an authoritarian also lurking in there somewhere.The OECD is getting a lot more optimistic about post-Covid recovery. Joe Biden is worried about China and Wuhan. If the virus was lab-made there is big trouble ahead. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Reopening the economy but playing fast and loose with the common travel area? Hair & beauty expertise in a surprising quarter. Stock up on breakfast stuff?
Ireland announces the reopening plan. But the Common Travel Area is still not common: Britain has kept it operating through the pandemic, Ireland has not.US inflation surprises on the upside again; as does the cost of your breakfast. Talks about talks about interest rates going up might be about to begin. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
The future of house prices. The ketchup economy. The price of another pint.
The future of housing and house prices. Can and should the public sector get much more involved? The competition between economic metaphors: the tomato ketchup economy?If you like this podcast please sign up and/or share with your friends. Get involved in the discussion! Many thanks. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Housing policy: gifting power to Sinn Fein? Is neo-liberalism dead? Brexit & trade: UK can't say all is well between GB and EU but not between GB & NI.
Reaction to our last podcast has been massive and it remains the non-covid issue for Irish politics. It will become the biggest issue once the pandemic is over. Why can’t the government see that they are gifting the next election to you-know-who?The near half-century of neo-liberalism looks like it is coming to an end. We discuss Professor Dani Rodrik’s wise words on what has happened and what is coming our way.Brexit: Lord Frost says all is going well in Dover but things are terrible in Larne. Both statements cannot be true.Covid Corner: The Indian variant threatens us all. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
House prices: populist posturing will make the problem worse. Global and Irish Inflation: already worse than feared? Covid corner: delays to vaccines costs lives.
A look at what drives house prices. Populists will grab the headlines - and maybe the votes - but they have no solutions, only strategies to make things worse. House prices going up are a global phenomenon, one thats been around for a long time. The role of interest rates is under appreciated.If you like this podcast please join the discussion, tell your friends and/or sign up - we write on this site as well as speak. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
UK Politics; US Jobs Disappointment; Shortages, Chips & Sex Toys
England turns blue. The end of the Union looms into sight? US jobs disappoint and, once again, reveals the pointlessness of economic forecasting. Jim turns the podcast blue with his revelations about sex toys.The US jobs report may have lessons for Ireland, the UK and elsewhere: ending pandemic unemployment assistance will be tricky.Supply shortages get worse and commodity prices boom. If you like any or all of this please share with your friends. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Are markets mad? Bits of the economy are booming. Bidenomics is about much more than economics. Was zero covid ever a possibility?
Like this podcast: sign up!And tell your friends!Some economic indicators are approaching all-time highs. Inflation and interest rates set to rise? Janet Yellen and Warren Buffett speak about their inflation concerns. European commentators still haven’t recognised the astonishing socio-economic radicalism going on in the US. It could be the biggest policy experiment of our lifetimes. Some countries achieved zero covid: could their experiences really have been replicated? Not all zero-covid policies were the same: differences speak volumes. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Europe says Covid scarring is forever: America disagrees. US economy booms, Europe is in recession. Tech profits: US has them, Europe does not.
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Counting the cost of Covid - properly. What could have been done better? And proper post-Covid economic policy
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Taxes going up in the US and Ireland; EU economy takes off; Ponies stuck in Brexit limbo
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SMEs face many headwinds but represent future of the economy. A conversation with Neil McDonnell, CEO of ISME
A bit of economic history, name-checking T K Whitaker, the insurance problem, inequitable taxation, the lack of interest in SMEs shown by official Ireland and much else besides This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Suppression of competition and debate.
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Ignore the headlines & hype about taxation of Apple, Google, Amazon & the rest: here are the surprising facts
The chatter around global corporate taxation grows ever louder with the OECD, the EU and now Joe Biden all joining in. If you thought that Ireland and one or two other jurisdictions are unfairly grabbing your taxes and jobs you will be surprised by the facts. Cheap headlines get in the way of the truth: you don’t need to be a finance expert to understand what is going on. Just listen to Seamus Coffey here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Hosted on Acast. See acast.com/privacy for more information.
Irish business says the outlook is getting much better; inflation and the threat to the recovery; pandemic solidarity taxes: an idea whose time has come?
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Biden is coming for your corporation taxes; more on experts who lie and experts who just get it wrong
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Spinning the Covid Data on Outdoor Risks; Review of Q1 Economies & Markets; New IMF Forecasts for the World Economy
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A hedge fund in trouble. Again. Trouble ahead for all of us? And a radical suggestion: move the capital from Dublin to Belfast.
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A minor Covid rant, the surprising Suez Canal, disagreeing (a bit) with Martin Sandbu, legalising recreational drugs in NY State.
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Once more with feeling: asking the tough Covid questions
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A lockdown cry of pain, perhaps even protest; Varadkar tries his hand at economics
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Is the EU facing another existential crisis? Vaccine and economic incompetence.
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Biden's boom; Is the 12 year bull market in equities over?; Davy implosion
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Global economy on fire: Biden's New New Deal. What does it mean for the world?
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Connecting Irish Unemployment, Exchequer Returns, Rishi Sunak & GNI*
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Banks, banking and branch closures
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The Other Hand
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