Uncle Jim’s World of Bonds

Jim
  • 4.9 (25)
  • INVESTING

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.

  1. 09/07/2024

    The LAST Ever UJWOB

    Love from Jim x

    17 min

  2. 28/06/2024

    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.

    11 min

  3. 27/06/2024

    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.

    10 min

  4. 21/06/2024

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

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

    10 min

  5. 19/06/2024

    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.

    11 min

  6. 17/06/2024

    European Credit Spreads Widen On France Fears

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

    9 min

  7. 14/06/2024

    Zero Inflation in May, Bond Rally Underway

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

    11 min

  8. 12/06/2024

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

    Also: a smorgasbord of other bond market ephemera.

    13 min
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4.9
out of 5
25 Ratings

About

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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