Uncle Jim’s World of Bonds
Un pódcast de Jim
343 Episodo
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The Tortured Bond Investors Department
Publicado: 22/4/2024 -
UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts
Publicado: 19/4/2024 -
India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance
Publicado: 27/3/2024 -
Anniversaries Galore! And Has The Fed Changed Its Reaction Function?
Publicado: 25/3/2024 -
Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.
Publicado: 22/3/2024 -
Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.
Publicado: 20/3/2024 -
The End Of Negative Interest Rates in Japan 🇯🇵
Publicado: 18/3/2024 -
Why Is The Last Mile The Hardest Mile?
Publicado: 14/3/2024 -
The ‘Right Tail Risk’ Is Fading
Publicado: 11/3/2024 -
No Rabbits Left 🐇 For The UK
Publicado: 7/3/2024 -
No Sign of Inflation Re-Accelerating In the PCE Deflator Data
Publicado: 29/2/2024 -
Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike
Publicado: 26/2/2024 -
Do NVIDIA’s Results Mean That r* Needs To Rise?
Publicado: 23/2/2024 -
Fiscal Rules: Do Bond Investors Care?
Publicado: 21/2/2024 -
‘Rishession’ For the UK 🇬🇧
Publicado: 19/2/2024 -
Government Bonds Start 2024 With A Bit Of A Kicking
Publicado: 9/2/2024 -
Is The Game Up For J-Pow As Trump Attacks?
Publicado: 4/2/2024 -
Letter From America: the US Economic Outlook Live From Manhattan
Publicado: 28/1/2024 -
How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa
Publicado: 19/1/2024 -
Why Do Americans Feel So Lousy About The US Economy?
Publicado: 16/1/2024
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.
