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Uncle Jim’s World of Bonds episodes
- 18 min
- The End Of Season 13 Of UJWOBA look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.12 min
- Household Debt v Government Debt - It’s DifferentAnd Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.10 min
- ‘Finely Balanced’ - No BoE Cut, But It’s On The Way.And a look at Noah Smith’s views on ‘elite overproduction’.10 min
- UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.12 min
- European Credit Spreads Widen On France FearsAnd China leaves rates on hold, despite weak house price news.9 min
- Zero Inflation in May, Bond Rally UnderwayBut French assets are really struggling, and credit is starting to weaken.12 min
- French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.Also: a smorgasbord of other bond market ephemera.13 min
- What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.US rate cut now not fully priced until December.12 min
- EU Bonds Going Into Global IndicesCould mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.11 min
About Uncle Jim’s World of Bonds
From the publisher's feed
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.