Uncle Jim’s World of Bonds

343 Episodes

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The LAST Ever UJWOB

2024-07-0917:24

Love from Jim x

The End Of Season 13 Of UJWOB

2024-06-2811:05

A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.

Household Debt v Government Debt - It’s Different

2024-06-2709:43

And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.

‘Finely Balanced’ - No BoE Cut, But It’s On The Way.

2024-06-2109:57

And a look at Noah Smith’s views on ‘elite overproduction’.

UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.

2024-06-1911:02

The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.

European Credit Spreads Widen On France Fears

2024-06-1709:00

And China leaves rates on hold, despite weak house price news.

Zero Inflation in May, Bond Rally Underway

2024-06-1411:23

But French assets are really struggling, and credit is starting to weaken.

French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.

2024-06-1212:58

Also: a smorgasbord of other bond market ephemera.

What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.

2024-06-1011:21

US rate cut now not fully priced until December.

EU Bonds Going Into Global Indices

2024-05-3110:27

Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.

Who’s Best For The Economy - Labour or Conservatives?

2024-05-2811:27

Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.

Bank Of England To Skip A June Rate Cut

2024-05-2410:26

And it’s not just because of July’s General Election - service sector inflation is too strong. 💪

Doctor Copper Makes A Record High

2024-05-2009:02

Does that mean global growth is reaccelerating?

Equity Yields Are Way Below Credit Yields. Does That Make Sense?

2024-05-1512:11

And Biden puts 100% tariffs on Chinese EVs.

US Economic Surprises Rolling Over?

2024-05-1309:07

Aggregate US stats are now disappointing- although the rest of the world is doing OK.

Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey

2024-05-0810:59

Also: Swedish rate cut, and no more excess savings left in America.

US Employment Weakens, Bonds Rally

2024-05-0308:59

2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.

Why Economics Needs To Be Sexier

2024-05-0110:52

And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.

Gold vs Real Yields

2024-04-2911:20

Also: yen intervention at last? And US immigration at 3 million per year.

US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.

2024-04-2610:49

And Japanese inflation goes the other way, with a downside shock.

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