327 episodes
Uncle Jim’s World of Bonds Jim
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- Business
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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US Employment Weakens, Bonds Rally
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
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Why Economics Needs To Be Sexier
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
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Gold vs Real Yields
Also: yen intervention at last? And US immigration at 3 million per year.
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US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
And Japanese inflation goes the other way, with a downside shock.
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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.