Uncle Jim’s World of Bonds

Jul 09 2024 343 ep. 10 mins 44

Uncle Jim’s World of Bonds Podcast artwork

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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The LAST Ever UJWOB

Jul 09 2024 17 mins

Love from Jim x

The End Of Season 13 Of UJWOB

Jun 28 2024 11 mins

A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.

Household Debt v Government Debt - It’s Different

Jun 27 2024 9 mins

And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.

‘Finely Balanced’ - No BoE Cut, But It’s On The Way.

Jun 21 2024 9 mins

And a look at Noah Smith’s views on ‘elite overproduction’.

UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.

Jun 19 2024 11 mins

The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.

European Credit Spreads Widen On France Fears

Jun 17 2024 9 mins

And China leaves rates on hold, despite weak house price news.

Zero Inflation in May, Bond Rally Underway

Jun 14 2024 11 mins

But French assets are really struggling, and credit is starting to weaken.

French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.

Jun 12 2024 12 mins

Also: a smorgasbord of other bond market ephemera.

What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.

Jun 10 2024 11 mins

US rate cut now not fully priced until December.

EU Bonds Going Into Global Indices

May 31 2024 10 mins

Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.