340 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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‘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.
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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.