Uncle Jim’s World of Bonds
En podcast af Jim
343 Episoder
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The Tortured Bond Investors Department
Udgivet: 22.4.2024 -
UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts
Udgivet: 19.4.2024 -
India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance
Udgivet: 27.3.2024 -
Anniversaries Galore! And Has The Fed Changed Its Reaction Function?
Udgivet: 25.3.2024 -
Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.
Udgivet: 22.3.2024 -
Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.
Udgivet: 20.3.2024 -
The End Of Negative Interest Rates in Japan 🇯🇵
Udgivet: 18.3.2024 -
Why Is The Last Mile The Hardest Mile?
Udgivet: 14.3.2024 -
The ‘Right Tail Risk’ Is Fading
Udgivet: 11.3.2024 -
No Rabbits Left 🐇 For The UK
Udgivet: 7.3.2024 -
No Sign of Inflation Re-Accelerating In the PCE Deflator Data
Udgivet: 29.2.2024 -
Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike
Udgivet: 26.2.2024 -
Do NVIDIA’s Results Mean That r* Needs To Rise?
Udgivet: 23.2.2024 -
Fiscal Rules: Do Bond Investors Care?
Udgivet: 21.2.2024 -
‘Rishession’ For the UK 🇬🇧
Udgivet: 19.2.2024 -
Government Bonds Start 2024 With A Bit Of A Kicking
Udgivet: 9.2.2024 -
Is The Game Up For J-Pow As Trump Attacks?
Udgivet: 4.2.2024 -
Letter From America: the US Economic Outlook Live From Manhattan
Udgivet: 28.1.2024 -
How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa
Udgivet: 19.1.2024 -
Why Do Americans Feel So Lousy About The US Economy?
Udgivet: 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.
