Jim

Uncle Jim’s World of Bonds

Business EN ↓ 343 episodes

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.

Author

Jim

Episodes

Fed ‘skips’. Or is it a ‘pause’? 14.06.2023 7:28

Fed linguistic experts, assemble!

Gilt Yields Spike To Above Trussonomics Levels 13.06.2023 11:22

Strong labour market data lead to rising Bank of England expectations.

Surprise Rate Hikes From Australia 🇦🇺 and Canada 🇨🇦 09.06.2023 9:16

And the first signs of weakness in the US jobs market?

Napoleon & the 1814 Gilt Market Scam 03.06.2023 9:14

And May’s NFP numbers of course.

The 2023 Deutsche Bank Default Study 31.05.2023 13:23

And lots of disinflationary signs from the global markets and stats…

Is the ‘Moron Risk Premium’ Back For The UK? 🇬🇧 29.05.2023 14:27

A horrible week for UK gilts after another poor inflation print.

Big Week For The US Debt Ceiling Crisis, and a Big Week For The Bank Of England Too. 22.05.2023 10:45

Will UK inflation finally head below 10%? Also today we look at US M2 money supply and the expected T-Bill tsunami.

The Economist ‘Front Cover Curse’ Revisited 15.05.2023 9:05

This week it’s China. Also some EM updates.

The 14th Amendment: A Constitutional Crisis in the Making? 08.05.2023 8:42

Countdown to the 1st June Debt Ceiling deadline continues…

Hiking In A Banking Crisis - Not Sure How Kind History Will Be On the Fed & ECB 05.05.2023 7:35

And look at Sterling go! £££££!

First Republic Bank Is Gone: The US’s Second Biggest Bank Failure in History 02.05.2023 9:15

Also: the Debt Ceiling and US sovereign CDS.

Bank of Japan 🇯🇵 Special Episode 28.04.2023 16:26

In which we do NOT get an end to Yield Curve Control. Recorded LIVE from Tokyo.

Season 10 of Uncle Jim’s World of Bonds 24.04.2023 19:09

Summer term starts here. Monetary policy lags, greedflation, and the return of cash.

The End of Season 9 of UJWOB: And Time for Pause in Rate Hikes? 03.04.2023 17:26

A round-up of Q1’s fixed income action.

Midjourney, Twitter Bank Runs, and Minsky Moments 27.03.2023 8:23

The Pope in a puffer jacket.

Bank of England Hikes: Bailey Tells Firms To Not Raise Prices 24.03.2023 9:43

And deposit guarantees are in the news - never a good thing.

Credit Suisse Rescued: But AT1 Bank Bonds Wiped Out 21.03.2023 14:25

The Swiss regulator sends bank capital markets tumbling, but calm is restored later by EU and UK regulators.

Credit Suisse: Everything, Everywhere All At Once Is the Headline Being Used By Everyone, Everywhere 15.03.2023 12:18

Crazy bond markets today. 😬

Silicon Valley Bank On The Brink: Idiosyncratic or Systematic? 10.03.2023 8:03

No-one cared about strong NFP jobs numbers today.

1981 Revisited: the US Yield Curve 08.03.2023 9:42

And Australia 🇦🇺 hikes for the 10th meeting in a row.

Non Farm Payrolls Week: Markets at the Whim of the Seasonal Adjustment Fairy. 06.03.2023 12:02

Also today: Argentina, and Andrew Hauser of the BoE.

The ECB’s Secret PowerPoint Slides 03.03.2023 10:01

Reuters has reported that at an ECB Council away day ‘more then two dozen’ slides showed that inflation is currently driven by profiteering, not wage growth.

The One Where Jim Gets His Kids’ Mobile Phone Bill 01.03.2023 10:15

And China 🇨🇳 manufacturing comes back strongly.

Debt Sustainability Special Episode 24.02.2023 24:08

In which I drag out the old Hemingway quote again, and delve into a new JPM paper on the subject.

Good News is Bad News in Global Markets Again 22.02.2023 12:51

But at last something to cheer about for the UK economy