343 Episoder

  1. Yields Drop Despite Hawkish Fed Rhetoric: Hike Expectations Peaking?

    Udgivet: 24.6.2022
  2. The Deutsche Bank Default Study: Ouch

    Udgivet: 17.6.2022
  3. Bondmageddon Continues.

    Udgivet: 15.6.2022
  4. New 40 Year 🇺🇸 CPI High - and Record Low in Consumer Sentiment…

    Udgivet: 13.6.2022
  5. Workers’ Power Returning? The Fed Thinks That Trade Unions Hold The Key To Inflation.

    Udgivet: 10.6.2022
  6. Jubilee Special. Credit is rallying off its May lows.

    Udgivet: 30.5.2022
  7. What does $ Strength Mean for Emerging Markets

    Udgivet: 27.5.2022
  8. Recession fears grow. Stocks down, bond yields down. Bank of England under attack.

    Udgivet: 20.5.2022
  9. Apocalypse Now. Andrew Bailey at the Treasury Select Committee

    Udgivet: 17.5.2022
  10. Crytpo-crash, Michael Owen, and breaking pegs.

    Udgivet: 12.5.2022
  11. Credit - No Hiding Place in Investment Grade Bonds. IG and HY both -9% this Year.

    Udgivet: 9.5.2022
  12. Bank of England’s Recession Forecast - and a bleak day for markets

    Udgivet: 6.5.2022
  13. Roundnumberitis: 3% US Treasury Bond Yields

    Udgivet: 3.5.2022
  14. Season 7 of Uncle Jim’s World of Bonds

    Udgivet: 25.4.2022
  15. The End of Crazy Quarter in Bond World (and the end of Season 6)

    Udgivet: 31.3.2022
  16. Negative Bond Yields - RIP? ☠️

    Udgivet: 28.3.2022
  17. Happy 2nd Birthday to UJWOB

    Udgivet: 24.3.2022
  18. J-Pow to Bond Market: Drop Dead

    Udgivet: 22.3.2022
  19. Bank of England’s Dovish Hike. Fed hikes for the first time since 2018.

    Udgivet: 18.3.2022
  20. Fed Hike Day (probably)

    Udgivet: 16.3.2022

8 / 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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