343 Episodo

  1. Budget Day. And the Fed hints that it’s worried about the bond tantrum.

    Publicado: 3/3/2021
  2. Bond Market Sell-Off, or a Blip?

    Publicado: 1/3/2021
  3. Episode 100 - Did the “Bond Bubble” Just Burst?

    Publicado: 26/2/2021
  4. Bond Carnage Accelerates

    Publicado: 22/2/2021
  5. Bond Market Sell-off Escalates

    Publicado: 17/2/2021
  6. Worst U.K. GDP Since 1709

    Publicado: 12/2/2021
  7. 2% US Treasury Yields!!! Briefly.

    Publicado: 9/2/2021
  8. Bank of England Special

    Publicado: 5/2/2021
  9. Enter the Draghi

    Publicado: 4/2/2021
  10. Hi Ho Silver! The Wizard of Oz Revisited.

    Publicado: 1/2/2021
  11. Bed of Nitroglycerin?

    Publicado: 26/1/2021
  12. Bonds: Pinned Between Dovish Central Banks and Expansionary Governments

    Publicado: 25/1/2021
  13. Yellen: The Musical. And inflation.

    Publicado: 22/1/2021
  14. What The Hobbit Teaches Us About Monetary Policy

    Publicado: 18/1/2021
  15. Bring on the Stimmy: Biden & Powell want growth. Also what on earth happened with Europcar’s CDS?

    Publicado: 15/1/2021
  16. 2021 Starts With a US Treasury Bond Selloff

    Publicado: 11/1/2021
  17. Uncle Jim’s 2021 Bond Market Outlook

    Publicado: 15/12/2020
  18. Emerging Market Defaults: More On the Way? Not Necessarily.

    Publicado: 8/12/2020
  19. Sherman McCoy, The Bonfire of the Vanities, Gold & Giscard Bonds

    Publicado: 4/12/2020
  20. A Bad Day For US Treasuries

    Publicado: 2/12/2020

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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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