Why Economics Needs To Be Sexier

Afleveringen

The LAST Ever UJWOB
9 jul· Uncle Jim’s World of Bonds
Love from Jim x
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
The End Of Season 13 Of UJWOB
28 jun· Uncle Jim’s World of Bonds
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Zijn er afleveringen die ontbreken?

Klik hier om de feed te vernieuwen.
Household Debt v Government Debt - It’s Different
27 jun· Uncle Jim’s World of Bonds
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
21 jun· Uncle Jim’s World of Bonds
And a look at Noah Smith’s views on ‘elite overproduction’.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
19 jun· Uncle Jim’s World of Bonds
The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
European Credit Spreads Widen On France Fears
17 jun· Uncle Jim’s World of Bonds
And China leaves rates on hold, despite weak house price news.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Zero Inflation in May, Bond Rally Underway
14 jun· Uncle Jim’s World of Bonds
But French assets are really struggling, and credit is starting to weaken.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
12 jun· Uncle Jim’s World of Bonds
Also: a smorgasbord of other bond market ephemera.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
10 jun· Uncle Jim’s World of Bonds
US rate cut now not fully priced until December.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
EU Bonds Going Into Global Indices
31 mei· Uncle Jim’s World of Bonds
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Who’s Best For The Economy - Labour or Conservatives?
28 mei· Uncle Jim’s World of Bonds
Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Bank Of England To Skip A June Rate Cut
24 mei· Uncle Jim’s World of Bonds
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Doctor Copper Makes A Record High
20 mei· Uncle Jim’s World of Bonds
Does that mean global growth is reaccelerating?
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Equity Yields Are Way Below Credit Yields. Does That Make Sense?
15 mei· Uncle Jim’s World of Bonds
And Biden puts 100% tariffs on Chinese EVs.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
US Economic Surprises Rolling Over?
13 mei· Uncle Jim’s World of Bonds
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
8 mei· Uncle Jim’s World of Bonds
Also: Swedish rate cut, and no more excess savings left in America.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
US Employment Weakens, Bonds Rally
3 mei· Uncle Jim’s World of Bonds
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Why Economics Needs To Be Sexier
1 mei· Uncle Jim’s World of Bonds
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Gold vs Real Yields
29 apr· Uncle Jim’s World of Bonds
Also: yen intervention at last? And US immigration at 3 million per year.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
26 apr· Uncle Jim’s World of Bonds
And Japanese inflation goes the other way, with a downside shock.
- Luisteren Nogmaals beluisteren Doorgaan Wordt afgespeeld...
- Later beluisteren Later beluisteren
Laat meer zien

Afleveringen

The LAST Ever UJWOB

The End Of Season 13 Of UJWOB

Household Debt v Government Debt - It’s Different

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

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

European Credit Spreads Widen On France Fears

Zero Inflation in May, Bond Rally Underway

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

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

EU Bonds Going Into Global Indices

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

Bank Of England To Skip A June Rate Cut

Doctor Copper Makes A Record High

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

US Economic Surprises Rolling Over?

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

US Employment Weakens, Bonds Rally

Gold vs Real Yields

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