Uncle Jim’s World of Bonds
En podcast af Jim
343 Episoder
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The LAST Ever UJWOB
Udgivet: 9.7.2024 -
The End Of Season 13 Of UJWOB
Udgivet: 28.6.2024 -
Household Debt v Government Debt - It’s Different
Udgivet: 27.6.2024 -
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
Udgivet: 21.6.2024 -
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
Udgivet: 19.6.2024 -
European Credit Spreads Widen On France Fears
Udgivet: 17.6.2024 -
Zero Inflation in May, Bond Rally Underway
Udgivet: 14.6.2024 -
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
Udgivet: 12.6.2024 -
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
Udgivet: 10.6.2024 -
EU Bonds Going Into Global Indices
Udgivet: 31.5.2024 -
Who’s Best For The Economy - Labour or Conservatives?
Udgivet: 28.5.2024 -
Bank Of England To Skip A June Rate Cut
Udgivet: 24.5.2024 -
Doctor Copper Makes A Record High
Udgivet: 20.5.2024 -
Equity Yields Are Way Below Credit Yields. Does That Make Sense?
Udgivet: 15.5.2024 -
US Economic Surprises Rolling Over?
Udgivet: 13.5.2024 -
Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
Udgivet: 8.5.2024 -
US Employment Weakens, Bonds Rally
Udgivet: 3.5.2024 -
Why Economics Needs To Be Sexier
Udgivet: 1.5.2024 -
Gold vs Real Yields
Udgivet: 29.4.2024 -
US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
Udgivet: 26.4.2024
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.