Uncle Jim’s World of Bonds

Jim

There is nothing more fascinating than a fixed income instrument. Nothing. Listen to Jim transport you to a world of convexity, basis points, covenants and debt-to-gdp. For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.

343 Episodes

The LAST Ever UJWOB
7/9/2024
17:24
Love from Jim x
The End Of Season 13 Of UJWOB
6/28/2024
11:05
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
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Household Debt v Government Debt - It’s Different
6/27/2024
9:43
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
6/21/2024
9:57
And a look at Noah Smith’s views on ‘elite overproduction’.
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
6/19/2024
11:02
The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.
European Credit Spreads Widen On France Fears
6/17/2024
9:00
And China leaves rates on hold, despite weak house price news.
Zero Inflation in May, Bond Rally Underway
6/14/2024
11:23
But French assets are really struggling, and credit is starting to weaken.
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
6/12/2024
12:58
Also: a smorgasbord of other bond market ephemera.
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
6/10/2024
11:21
US rate cut now not fully priced until December.
EU Bonds Going Into Global Indices
5/31/2024
10:27
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.

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Uncle Jim’s World of Bonds

Jim

343 Episodes

The LAST Ever UJWOB

The End Of Season 13 Of UJWOB

Household Debt v Government Debt - It’s Different

‘Finely Balanced’ - No BoE Cut, But It’s On The Way.

UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.

European Credit Spreads Widen On France Fears

Zero Inflation in May, Bond Rally Underway

French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.

What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.

EU Bonds Going Into Global Indices