343 Epizód

  1. The Tortured Bond Investors Department

    Közzétéve: 2024. 04. 22.

  2. UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

    Közzétéve: 2024. 04. 19.

  3. India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

    Közzétéve: 2024. 03. 27.

  4. Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

    Közzétéve: 2024. 03. 25.

  5. Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

    Közzétéve: 2024. 03. 22.

  6. Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.

    Közzétéve: 2024. 03. 20.

  7. The End Of Negative Interest Rates in Japan 🇯🇵

    Közzétéve: 2024. 03. 18.

  8. Why Is The Last Mile The Hardest Mile?

    Közzétéve: 2024. 03. 14.

  9. The ‘Right Tail Risk’ Is Fading

    Közzétéve: 2024. 03. 11.

  10. No Rabbits Left 🐇 For The UK

    Közzétéve: 2024. 03. 07.

  11. No Sign of Inflation Re-Accelerating In the PCE Deflator Data

    Közzétéve: 2024. 02. 29.

  12. Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

    Közzétéve: 2024. 02. 26.

  13. Do NVIDIA’s Results Mean That r* Needs To Rise?

    Közzétéve: 2024. 02. 23.

  14. Fiscal Rules: Do Bond Investors Care?

    Közzétéve: 2024. 02. 21.

  15. ‘Rishession’ For the UK 🇬🇧

    Közzétéve: 2024. 02. 19.

  16. Government Bonds Start 2024 With A Bit Of A Kicking

    Közzétéve: 2024. 02. 09.

  17. Is The Game Up For J-Pow As Trump Attacks?

    Közzétéve: 2024. 02. 04.

  18. Letter From America: the US Economic Outlook Live From Manhattan

    Közzétéve: 2024. 01. 28.

  19. How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

    Közzétéve: 2024. 01. 19.

  20. Why Do Americans Feel So Lousy About The US Economy?

    Közzétéve: 2024. 01. 16.

2 / 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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