343 Episodo

  1. The Tortured Bond Investors Department

    Publicado: 22/4/2024
  2. UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

    Publicado: 19/4/2024
  3. India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

    Publicado: 27/3/2024
  4. Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

    Publicado: 25/3/2024
  5. Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

    Publicado: 22/3/2024
  6. Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.

    Publicado: 20/3/2024
  7. The End Of Negative Interest Rates in Japan 🇯🇵

    Publicado: 18/3/2024
  8. Why Is The Last Mile The Hardest Mile?

    Publicado: 14/3/2024
  9. The ‘Right Tail Risk’ Is Fading

    Publicado: 11/3/2024
  10. No Rabbits Left 🐇 For The UK

    Publicado: 7/3/2024
  11. No Sign of Inflation Re-Accelerating In the PCE Deflator Data

    Publicado: 29/2/2024
  12. Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

    Publicado: 26/2/2024
  13. Do NVIDIA’s Results Mean That r* Needs To Rise?

    Publicado: 23/2/2024
  14. Fiscal Rules: Do Bond Investors Care?

    Publicado: 21/2/2024
  15. ‘Rishession’ For the UK 🇬🇧

    Publicado: 19/2/2024
  16. Government Bonds Start 2024 With A Bit Of A Kicking

    Publicado: 9/2/2024
  17. Is The Game Up For J-Pow As Trump Attacks?

    Publicado: 4/2/2024
  18. Letter From America: the US Economic Outlook Live From Manhattan

    Publicado: 28/1/2024
  19. How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

    Publicado: 19/1/2024
  20. Why Do Americans Feel So Lousy About The US Economy?

    Publicado: 16/1/2024

2 / 18

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.

Visit the podcast's native language site