343 Avsnitt

  1. Risk Assets Bounce and the € Recovers Too

    Publicerades: 2022-03-10

  2. Oil Hits $130. Recession Coming?

    Publicerades: 2022-03-07

  3. Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.

    Publicerades: 2022-03-02

  4. Latest on Russia and Sanctions. And Germany’s New Military Spending Policy

    Publicerades: 2022-02-28

  5. Russia 🇷🇺 invades Ukraine 🇺🇦

    Publicerades: 2022-02-24

  6. What Bonds Did On My Winter Holidays ❄️

    Publicerades: 2022-02-21

  7. 7.5% US CPI. Another upside surprise. Also Italy.

    Publicerades: 2022-02-10

  8. Bond Tantrum 😱

    Publicerades: 2022-02-07

  9. 🇪🇺ECB Hiking Cycle🇪🇺. And the Bank of England announces it’s selling ALL its £ corporate bonds.

    Publicerades: 2022-02-04

  10. 5 Fed Hikes Priced for 2022

    Publicerades: 2022-02-01

  11. Morrissey/Terry Pratchet/J-Pow

    Publicerades: 2022-01-27

  12. Default Expectations Rising in Russia and Ukraine, and “Safe Havens” Rally

    Publicerades: 2022-01-24

  13. 🇩🇪 German Bund Yields Turn +ve 🇩🇪

    Publicerades: 2022-01-19

  14. 🚨7%🚨

    Publicerades: 2022-01-17

  15. Season 6: Welcome to 2022 - and a huge bond sell-off

    Publicerades: 2022-01-11

  16. Uncle Jim’s 2022 Bond Market Outlook

    Publicerades: 2021-12-16

  17. Francis Fukuyama and The End of History

    Publicerades: 2021-12-07

  18. Last US Employment Report of 2021: Something For Everyone?

    Publicerades: 2021-12-03

  19. Bad News on Vaccines: Risk Off Again. And BRICS.

    Publicerades: 2021-11-30

  20. Covid: Treasuries Rally & Credit Weak on New Variant.

    Publicerades: 2021-11-26

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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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