343 Episoder

  1. Evergrande - China’s Lehman Brothers?

    Udgivet: 17.9.2021
  2. ECB Taper: a Head-Scratcher

    Udgivet: 14.9.2021
  3. Income Inequality Driving Bond Yields Lower?

    Udgivet: 8.9.2021
  4. Season 5, Episode 1: Three Things Driving the World of Bonds

    Udgivet: 6.9.2021
  5. Duncan Weldon’s “Muddling Through - the surprising story of Britain’s economy”

    Udgivet: 23.8.2021
  6. Moyeen Islam: the Bank of England & Quantitative Tightening

    Udgivet: 18.8.2021
  7. Uncle Jim’s 2021 Summer Special

    Udgivet: 9.8.2021
  8. US 🇺🇸 GDP Misses - but don’t worry, it’s bullish!

    Udgivet: 29.7.2021
  9. Record low US Real Yields amid a China Crisis 🇨🇳

    Udgivet: 27.7.2021
  10. Morgan Stanley Paper: Debt Sustainability is Key

    Udgivet: 16.7.2021
  11. US 🇺🇸 Inflation Higher Again - But Bond Markets Barely Move As Global Growth Fears Rise.

    Udgivet: 13.7.2021
  12. The ECB Raises the Inflation Target

    Udgivet: 9.7.2021
  13. Bonds Rally Again! More Buyers Than Sellers.

    Udgivet: 7.7.2021
  14. Green Gilts

    Udgivet: 5.7.2021
  15. “Where Credit Is Due” by Gregory Smith. Africa’s Sovereign Debt and its Future.

    Udgivet: 29.6.2021
  16. Inflation Bottlenecks Ending?

    Udgivet: 28.6.2021
  17. The De-Re-Inflation Trade.

    Udgivet: 22.6.2021
  18. Fed Turns Hawkish. And is Australia 🇦🇺 Really A Huge Default Risk?

    Udgivet: 17.6.2021
  19. U.K. 🇬🇧 Inflation Joins the Party 🎉

    Udgivet: 16.6.2021
  20. 10 Reasons Why Treasury Bonds Are Rallying

    Udgivet: 12.6.2021

11 / 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.

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