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Explorez tous les épisodes du podcast Uncle Jim’s World of Bonds
Plongez dans la liste complète des épisodes de Uncle Jim’s World of Bonds. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.
| Titre | Date | Durée | |
|---|---|---|---|
| The LAST Ever UJWOB | 09 Jul 2024 | 00:17:24 | |
Love from Jim x
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| The End Of Season 13 Of UJWOB | 28 Jun 2024 | 00:11:05 | |
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
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| Who’s Best For The Economy - Labour or Conservatives? | 28 May 2024 | 00:11:27 | |
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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| Fed Hike Expectations Jump Higher | 20 Feb 2023 | 00:10:50 | |
Back from a disastrous snowboarding trip. 😬🏂
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| The Wetherspoon’s Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round | 09 Feb 2023 | 00:08:55 | |
£27. TWENTY SEVEN QUID.
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| Jay Powell: “The Labor Market is Extraordinary”. | 08 Feb 2023 | 00:12:01 | |
517k new US jobs created last month. And LDI follow up.
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| Bonds ❤️ Central Banks | 03 Feb 2023 | 00:10:46 | |
Hikes from the Fed, ECB and BoE. Bond markets see record rallies. Risk loves it too. The end (of high interest rates) is nigh?
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| Bregret? Three Years After Brexit, How Did It Go? | 31 Jan 2023 | 00:10:13 | |
Bloomberg Economics analysis, and IMF forecasts.
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| Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike | 27 Jan 2023 | 00:10:06 | |
Jan Eeckhout paper from UPF Barcelona is worth a read.
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| Brazil 🇧🇷 and Argentina 🇦🇷 Talking About A Single Currency Zone | 23 Jan 2023 | 00:10:04 | |
And more on Japan, and ChatGPT.
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| 🇯🇵 A Japan Special - YCC and Kuroda 🇯🇵 | 20 Jan 2023 | 00:08:48 | |
No change in YCC. Short sellers RIP 🪦
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| Debt Ceiling Self-Sabotage | 20 Jan 2023 | 00:11:13 | |
And some ‘best ever’ stats for you.
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| The Risk Rally Continues - Credit Loves the Good News Narrative | 16 Jan 2023 | 00:11:15 | |
And the 🇯🇵 Bank of Japan could be on the verge of something big.
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| Bank Of England To Skip A June Rate Cut | 24 May 2024 | 00:10:26 | |
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
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| Bluebirds>Black Swans. Hope for 2023? | 12 Jan 2023 | 00:11:19 | |
What is the bond market narrative for the new year?
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| Season 9 of UJWOB: the end of the Negative Yielding Bond Era | 06 Jan 2023 | 00:14:19 | |
🚨🚨🚨The last negative yielding bond turned positive yesterday!🚨🚨🚨
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| Uncle Jim’s 2023 Bond Market Outlook | 09 Dec 2022 | 00:37:47 | |
Better late than never. 😘
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| The End of Season 8 of UJWOB: The Powell Pivot? | 05 Dec 2022 | 00:10:06 | |
But US wage growth shocked bond markets on Friday.
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| Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021 | 02 Dec 2022 | 00:17:26 | |
An interview with the former Fed Vice Chair about his fascinating new book. Keynes, Kennedy, Friedman, Reagan, Bernanke, and Clinton v the Bond Vigilantes. It’s all here. The book is out now.
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| China 🇨🇳 Protests | 28 Nov 2022 | 00:11:00 | |
And government bond yields continue to fall. Also Ackman and the HKD.
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| The Fixed Income Everything Rally. | 25 Nov 2022 | 00:09:05 | |
And monetary policy nerds assemble at the Bank of England.
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| Paul the Octopus v Goldman Sachs | 21 Nov 2022 | 00:11:21 | |
But mainly about credit and some bearish default forecasts from Deutsche Bank.
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| The Inflation Turning Point? | 14 Nov 2022 | 00:09:05 | |
And Twitter, Crypto, Saunders.
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| Midterms, Menu Costs, Crypto | 10 Nov 2022 | 00:09:18 | |
Best news for the GOP? Trump influence wanes. Worst news? He might take his revenge.
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| Doctor Copper Makes A Record High | 20 May 2024 | 00:09:02 | |
Does that mean global growth is reaccelerating?
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| More US Yield Curve Inversion - and 🇺🇸 Jobs Growth Remains Solid | 04 Nov 2022 | 00:11:19 | |
3 month/10 year curve is now negative
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| Halloween 🎃 and Gilts Are No Longer So Scary. | 31 Oct 2022 | 00:13:22 | |
But mortgage rates aren’t really falling back in the UK.
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| What Does Paul Krugman, Nobel Prize Winner, Call the UK’s Bond Spread? | 21 Oct 2022 | 00:11:23 | |
As officially named by Dario Perkins.
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| Four UK Chancellors In A Year. And US Core Inflation at 6.6% | 14 Oct 2022 | 00:09:56 | |
Trussonomics cancelled?
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| No Rest for Gilts: Another Big Selloff Despite New Help From Bank of England. | 10 Oct 2022 | 00:11:05 | |
And Ben Bernanke wins the Nobel Prize.
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| Lenin, Hemingway and Fitzgerald. | 03 Oct 2022 | 00:11:23 | |
Back to pre mini Budget levels in £ and long gilts. But the damage is done.
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| Margin Call: Extraordinary Dysfunction in the Gilt Market | 28 Sep 2022 | 00:12:10 | |
Real yields have moved from -2.25% to +2%!
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| Record Low for the £, and Gilts Collapse Again. | 26 Sep 2022 | 00:10:43 | |
Not going well for Trussonomics so far.
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| Season 8: OMG THE GILT MARKET | 23 Sep 2022 | 00:14:30 | |
Gilts are selling off. So is the £.
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| Politics Special Edition with Randeep Somel! | 01 Sep 2022 | 00:25:08 | |
Everything you need to know about global politics in 25 minutes.
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| Equity Yields Are Way Below Credit Yields. Does That Make Sense? | 15 May 2024 | 00:12:11 | |
And Biden puts 100% tariffs on Chinese EVs.
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| Uncle Jim’s 2022 Summer Special ☀️ | 10 Aug 2022 | 00:29:12 | |
Put down your John Grisham, pour yourself a pina colada and take a listen to this by the paddling pool.
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| The End of Uncle Jim’s Season 7: ECB hikes 50bps, and Trussanomics. | 22 Jul 2022 | 00:11:55 | |
Have lovely summer holidays. Stay frosty, and see you back here for Season 8.
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| Nationalisations, Rationing and a Cost of Living Crisis. Credit Spreads to Jump? | 19 Jul 2022 | 00:09:29 | |
A JPM research note gives an incredibly bearish outlook, especially for Europe.
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| US Consumers Feel Bad. But the Fed will hike to 3.5% by Christmas. | 15 Jul 2022 | 00:09:48 | |
And cut thereafter…
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| US Treasury Yield Curve Now Properly Inverted | 12 Jul 2022 | 00:10:05 | |
But because a US recession is ‘declared’ rather than measured, a soft-ish landing might break the bond market’s most beloved model. Also - the Laffer Curve doesn’t work.
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| Euro Nears Parity With the $. US Yield Curve Inverted As We Expect Weakening Labo(u)r Market. | 08 Jul 2022 | 00:09:04 | |
And a relief rally in the £ as disgraced PM Johnson is forced out.
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| Europe’s Natural Gas Problem: interview with Orlando Finzi | 06 Jul 2022 | 00:13:47 | |
Utilities analyst Orlando Finzi gives an update on the massive rise in gas prices, and the implications for inflation and growth.
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| 🚨Narrative Change Alert🚨 From Inflation to Recession… | 04 Jul 2022 | 00:10:10 | |
And a 21% total return in one day from UK linkers.
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| The Worst Start to a Year for USTs Since Before George Washington! | 01 Jul 2022 | 00:09:47 | |
Also, property REITs underperforming a weak credit market.
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| China 🇨🇳 Reopening? But US 🇺🇸 Consumer is In Trouble… | 29 Jun 2022 | 00:07:55 | |
Also, Scotland’s 🏴 independence debate is back.
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| US Economic Surprises Rolling Over? | 13 May 2024 | 00:09:07 | |
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
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| Yields Drop Despite Hawkish Fed Rhetoric: Hike Expectations Peaking? | 24 Jun 2022 | 00:09:35 | |
And credit is still very weak.
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| The Deutsche Bank Default Study: Ouch | 17 Jun 2022 | 00:14:05 | |
Jim Reid’s brilliant annual publication is out. Here’s the highlights.
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| Bondmageddon Continues. | 15 Jun 2022 | 00:12:04 | |
5 days in a row of rising UST yields and credit is widening daily too.
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