342 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 End Of Season 13 Of UJWOB
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
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Household Debt v Government Debt - It’s Different
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
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‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
And a look at Noah Smith’s views on ‘elite overproduction’.
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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.
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European Credit Spreads Widen On France Fears
And China leaves rates on hold, despite weak house price news.
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Zero Inflation in May, Bond Rally Underway
But French assets are really struggling, and credit is starting to weaken.