Uncle Jim’s World of Bonds

The Eurovision Bond Contest 🇮🇪🇮🇹🇮🇸🇸🇪🇩🇪 24.05.2021 7:54 ↓

Is the Eurozone reopening going better than expected? And why are European government bond yields rising?

Diamond Hands & Laser Beam Eyes 21.05.2021 10:23 ↓

Bonds are dull and stable this week so far - all the action is in crypto currency.

China Still Loves US Treasury Bonds 19.05.2021 10:43 ↓

Foreigners bought $200 billion of USTs in Q1. Also, U.K. inflation, and weak Eurozone bond markets.

Blowout US Inflation: +4.2%, Highest since 2008 12.05.2021 10:38 ↓

And core inflation was the strongest since 1981!

Poor Employment Numbers - the GOP Blames Feckless Biden Stimulus 10.05.2021 9:45 ↓

Only 266k jobs created in the US in April, nowhere near the 1 million expected. In today’s podcast we ask why. Also, Scottish independence, and the Bomber Mafia.

Season 4 of Uncle Jim’s World of Bonds 07.05.2021 13:02 ↓

It’s back. Loads going on - it’s going to be a fascinating summer for markets.

Spring Bond Market Roundup: the end of Season 3. 06.04.2021 15:05 ↓

A longer episode covering the market’s Fed hike expectations, and credit market performance.

The Bank of England and a Coup d’Etat 29.03.2021 6:35 ↓

It happened in the 1960s, so sorry if I alarmed you.

Are Inflation Linked Bonds Rubbish? 25.03.2021 8:05 ↓

As predictors of future inflation they turn out to be pretty mediocre.

How Much Does QE Cost? 23.03.2021 11:45 ↓

Can we afford it once rates rise? Also we welcome Turkey’s 4th central bank Governor since 2019.

1978: the Fed’s “Inflation Fighter” 19.03.2021 10:21 ↓

A bond market history lesson. Chairman G. William Miller takes over at the Federal Reserve.

No Fed Hike till 2024 18.03.2021 8:08 ↓

Well that’s what they are saying.

U.K. Trade Collapses. Et France A Besoin de Babies. 12.03.2021 6:53 ↓

Come for the U.K. export data, stay for my French accent.

Growth vs Bonds: pick your winner 09.03.2021 10:02 ↓

Government bond yields are assumed to have a close relationship with nominal GDP growth. How’s that going?

J-Pow Fails To End Bond Rout 05.03.2021 6:42 ↓

He spoke, US Treasuries hated it. Yields up again.

Budget Day. And the Fed hints that it’s worried about the bond tantrum. 03.03.2021 8:50 ↓

How sensitive is the UK’s government debt to rising rates? Also the Fed’s Brainard speaks about last week’s bond market turbulence.

Bond Market Sell-Off, or a Blip? 01.03.2021 12:11 ↓

Also a look back at the 1994 bond rout.

Episode 100 - Did the “Bond Bubble” Just Burst? 26.02.2021 11:50 ↓

Carnage in US Treasury bonds...

Bond Carnage Accelerates 22.02.2021 8:38 ↓

Australian government bond yields up 17 bps overnight. But risk assets are not moving...yet. Also: Sir Kier Starmer, the £, and Uber.

Bond Market Sell-off Escalates 17.02.2021 7:21 ↓

Yields are up everywhere. This hasn’t hit risky assets yet - but it might just be a matter of time. Also: the thorny case of Finders vs Keepers.

Worst U.K. GDP Since 1709 12.02.2021 6:54 ↓

The U.K. ended 2020 at the bottom of the developed market league tables for growth. But are we comparing like for like?

2% US Treasury Yields!!! Briefly. 09.02.2021 7:43 ↓

Also today, Bitcoins, and the bull-case for the US dollar.

Bank of England Special 05.02.2021 8:58 ↓

Gilts sold off biggly yesterday as we got hawkish commentary out of the Bank of England. Negative rates off the table?

Enter the Draghi 04.02.2021 7:31 ↓

He’s back - probably. Italian BTP yields fell 10 bps yesterday as a result. Also back? The KLF. And inflation?

Hi Ho Silver! The Wizard of Oz Revisited. 01.02.2021 7:01 ↓

Also today, the House of Lords QE Inquiry, & the US minimum wage hike.