343 Episodo

  1. Risk Assets Bounce and the € Recovers Too

    Publicado: 10/3/2022
  2. Oil Hits $130. Recession Coming?

    Publicado: 7/3/2022
  3. Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.

    Publicado: 2/3/2022
  4. Latest on Russia and Sanctions. And Germany’s New Military Spending Policy

    Publicado: 28/2/2022
  5. Russia 🇷🇺 invades Ukraine 🇺🇦

    Publicado: 24/2/2022
  6. What Bonds Did On My Winter Holidays ❄️

    Publicado: 21/2/2022
  7. 7.5% US CPI. Another upside surprise. Also Italy.

    Publicado: 10/2/2022
  8. Bond Tantrum 😱

    Publicado: 7/2/2022
  9. 🇪🇺ECB Hiking Cycle🇪🇺. And the Bank of England announces it’s selling ALL its £ corporate bonds.

    Publicado: 4/2/2022
  10. 5 Fed Hikes Priced for 2022

    Publicado: 1/2/2022
  11. Morrissey/Terry Pratchet/J-Pow

    Publicado: 27/1/2022
  12. Default Expectations Rising in Russia and Ukraine, and “Safe Havens” Rally

    Publicado: 24/1/2022
  13. 🇩🇪 German Bund Yields Turn +ve 🇩🇪

    Publicado: 19/1/2022
  14. 🚨7%🚨

    Publicado: 17/1/2022
  15. Season 6: Welcome to 2022 - and a huge bond sell-off

    Publicado: 11/1/2022
  16. Uncle Jim’s 2022 Bond Market Outlook

    Publicado: 16/12/2021
  17. Francis Fukuyama and The End of History

    Publicado: 7/12/2021
  18. Last US Employment Report of 2021: Something For Everyone?

    Publicado: 3/12/2021
  19. Bad News on Vaccines: Risk Off Again. And BRICS.

    Publicado: 30/11/2021
  20. Covid: Treasuries Rally & Credit Weak on New Variant.

    Publicado: 26/11/2021

9 / 18

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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