334 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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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?
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Equity Yields Are Way Below Credit Yields. Does That Make Sense?
And Biden puts 100% tariffs on Chinese EVs.
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US Economic Surprises Rolling Over?
Aggregate US stats are now disappointing- although the rest of the world is doing OK.