323 episodios
Uncle Jim’s World of Bonds Jim
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- Economía y empresa
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 Tortured Bond Investors Department
Ben Bernanke v the Bank of England.
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UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts
And: Skyscraper - I Love You.
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India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance
And RIP behavioural economist Daniel Kahneman.
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Anniversaries Galore! And Has The Fed Changed Its Reaction Function?
Looser Fed, so Barclays says ‘buy TIPS’.
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Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.
And I take a look at Monetary Policy Rules like the Taylor Rule (Spoiler Alert: the Fed should cut now).
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Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.
Also: CPI index rebalancing, corporate default rates, and the extreme injustice of the Nottingham Forest points deduction.