336 avsnitt
Uncle Jim’s World of Bonds Jim
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- Näringsliv
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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French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
Also: a smorgasbord of other bond market ephemera.
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What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
US rate cut now not fully priced until December.
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EU Bonds Going Into Global Indices
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
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Who’s Best For The Economy - Labour or Conservatives?
Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.
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Bank Of England To Skip A June Rate Cut
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
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Doctor Copper Makes A Record High
Does that mean global growth is reaccelerating?