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Episode | Date |
---|---|
Equity Yields Are Way Below Credit Yields. Does That Make Sense?
|
May 15, 2024 |
US Economic Surprises Rolling Over?
|
May 13, 2024 |
Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
|
May 08, 2024 |
US Employment Weakens, Bonds Rally
|
May 03, 2024 |
Why Economics Needs To Be Sexier
|
May 01, 2024 |
Gold vs Real Yields
|
Apr 29, 2024 |
US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
|
Apr 26, 2024 |
The Tortured Bond Investors Department
|
Apr 22, 2024 |
UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts
|
Apr 19, 2024 |
India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance
|
Mar 27, 2024 |
Anniversaries Galore! And Has The Fed Changed Its Reaction Function?
|
Mar 25, 2024 |
Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.
|
Mar 22, 2024 |
Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.
|
Mar 20, 2024 |
The End Of Negative Interest Rates in Japan 🇯🇵
|
Mar 18, 2024 |
Why Is The Last Mile The Hardest Mile?
|
Mar 14, 2024 |
The ‘Right Tail Risk’ Is Fading
|
Mar 11, 2024 |
No Rabbits Left 🐇 For The UK
|
Mar 07, 2024 |
No Sign of Inflation Re-Accelerating In the PCE Deflator Data
|
Feb 29, 2024 |
Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike
|
Feb 26, 2024 |
Do NVIDIA’s Results Mean That r* Needs To Rise?
|
Feb 23, 2024 |
Fiscal Rules: Do Bond Investors Care?
|
Feb 21, 2024 |
‘Rishession’ For the UK 🇬🇧
|
Feb 19, 2024 |
Government Bonds Start 2024 With A Bit Of A Kicking
|
Feb 09, 2024 |
Is The Game Up For J-Pow As Trump Attacks?
|
Feb 04, 2024 |
Letter From America: the US Economic Outlook Live From Manhattan
|
Jan 28, 2024 |
How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa
|
Jan 19, 2024 |
Why Do Americans Feel So Lousy About The US Economy?
|
Jan 16, 2024 |
Un-Inversion. Upward Sloping Yield Curves Are Back!
|
Jan 12, 2024 |
Credit Starts 2024 on the Back Foot
|
Jan 08, 2024 |
Season 12 of Uncle Jim’s World of Bonds
|
Jan 05, 2024 |
2024 Fixed Income Outlook: The Uncle Jim’s World of Bonds Special
|
Dec 14, 2023 |
The End of Season 11 of Uncle Jim’s World of Bonds
|
Dec 06, 2023 |
Alistair Darling, Moral Hazard and Northern Rock
|
Dec 01, 2023 |
Charlie Munger RIP. And Fed’s Waller Triggers a Bond Rally
|
Nov 29, 2023 |
The UK’s Autumn Statement - Whoops We Did It Again?
|
Nov 25, 2023 |
The Turning Point? Inflation Falls, Bonds Rally, the Dollar Tanks.
|
Nov 19, 2023 |
US Credit Rating At Risk. UK Growth Stagnates.
|
Nov 13, 2023 |
Kilkenomics: Oh My God - It’s Kilkenny!
|
Nov 06, 2023 |
Trump Trades 2024
|
Nov 03, 2023 |
UJWOB Credit Special Part 2: Banks - The Dave Covey Interview
|
Oct 26, 2023 |
The 4.99% US Treasury Yield and the Power of Convexity.
|
Oct 22, 2023 |
UJWOB Credit Special: Part 1
|
Oct 16, 2023 |
US Service Sector Inflation Kills The Bond Market Rally
|
Oct 13, 2023 |
US Employment, Flight-to-Quality On Middle East Fears, Italy.
|
Oct 09, 2023 |
101 Reasons For The Great Bond Sell-Off
|
Oct 06, 2023 |
A Summary Of Recent Bond & Currency Moves
|
Oct 02, 2023 |
Are the Monetarists Back?
|
Sep 29, 2023 |
What Happened to The Pandemic Savings? Pretty Much All Gone I’m Afraid.
|
Sep 25, 2023 |
A Wall of Worry For Bonds
|
Sep 22, 2023 |
Table Mountain: Fed Holds But Will ‘Proceed Carefully’. UK Inflation Lets BoE Off The Hook.
|
Sep 20, 2023 |
Peak Central Bank Rates = Peak Bond Yields?
|
Sep 18, 2023 |
Season 11 of Uncle Jim’s World of Bonds
|
Sep 11, 2023 |
UJWOB Summer Special 2023 ☀️
|
Aug 25, 2023 |
The End of Season 10 of UJWOB
|
Jul 28, 2023 |
Geek Week For Central Bank Watchers
|
Jul 24, 2023 |
Finally the Bank of England Catches a Break. Better UK Inflation Numbers.
|
Jul 19, 2023 |
The Turning Point in the Battle Against Inflation? June’s CPI Cheers Bonds.
|
Jul 17, 2023 |
Bank of England’s Financial Stability Report: Not As Bad As 2007?
|
Jul 12, 2023 |
New Weakness In Bond Markets. Monetary Policy Doesn’t Seem To Be Working.
|
Jul 07, 2023 |
Don’t Fight The Fed. And UK Water Bonds In The Spotlight.
|
Jun 30, 2023 |
The Russian Coup, Credit, and Harry Markowitz.
|
Jun 26, 2023 |
UK Inflation - Another Shocker. And China’s 2023 Growth Outlook Downgraded.
|
Jun 21, 2023 |
Fed ‘skips’. Or is it a ‘pause’?
|
Jun 14, 2023 |
Gilt Yields Spike To Above Trussonomics Levels
|
Jun 13, 2023 |
Surprise Rate Hikes From Australia 🇦🇺 and Canada 🇨🇦
|
Jun 09, 2023 |
Napoleon & the 1814 Gilt Market Scam
|
Jun 03, 2023 |
The 2023 Deutsche Bank Default Study
|
May 31, 2023 |
Is the ‘Moron Risk Premium’ Back For The UK? 🇬🇧
|
May 29, 2023 |
Big Week For The US Debt Ceiling Crisis, and a Big Week For The Bank Of England Too.
|
May 22, 2023 |
The Economist ‘Front Cover Curse’ Revisited
|
May 15, 2023 |
The 14th Amendment: A Constitutional Crisis in the Making?
|
May 08, 2023 |
Hiking In A Banking Crisis - Not Sure How Kind History Will Be On the Fed & ECB
|
May 05, 2023 |
First Republic Bank Is Gone: The US’s Second Biggest Bank Failure in History
|
May 02, 2023 |
Bank of Japan 🇯🇵 Special Episode
|
Apr 28, 2023 |
Season 10 of Uncle Jim’s World of Bonds
|
Apr 24, 2023 |
The End of Season 9 of UJWOB: And Time for Pause in Rate Hikes?
|
Apr 03, 2023 |
Midjourney, Twitter Bank Runs, and Minsky Moments
|
Mar 27, 2023 |
Bank of England Hikes: Bailey Tells Firms To Not Raise Prices
|
Mar 24, 2023 |
Credit Suisse Rescued: But AT1 Bank Bonds Wiped Out
|
Mar 21, 2023 |
Credit Suisse: Everything, Everywhere All At Once Is the Headline Being Used By Everyone, Everywhere
|
Mar 15, 2023 |
Silicon Valley Bank On The Brink: Idiosyncratic or Systematic?
|
Mar 10, 2023 |
1981 Revisited: the US Yield Curve
|
Mar 08, 2023 |
Non Farm Payrolls Week: Markets at the Whim of the Seasonal Adjustment Fairy.
|
Mar 06, 2023 |
The ECB’s Secret PowerPoint Slides
|
Mar 03, 2023 |
The One Where Jim Gets His Kids’ Mobile Phone Bill
|
Mar 01, 2023 |
Debt Sustainability Special Episode
|
Feb 24, 2023 |
Good News is Bad News in Global Markets Again
|
Feb 22, 2023 |
Fed Hike Expectations Jump Higher
|
Feb 20, 2023 |
The Wetherspoon’s Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round
|
Feb 09, 2023 |
Jay Powell: “The Labor Market is Extraordinary”.
|
Feb 08, 2023 |
Bonds ❤️ Central Banks
|
Feb 03, 2023 |
Bregret? Three Years After Brexit, How Did It Go?
|
Jan 31, 2023 |
Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike
|
Jan 27, 2023 |
Brazil 🇧🇷 and Argentina 🇦🇷 Talking About A Single Currency Zone
|
Jan 23, 2023 |
🇯🇵 A Japan Special - YCC and Kuroda 🇯🇵
|
Jan 20, 2023 |
Debt Ceiling Self-Sabotage
|
Jan 20, 2023 |
The Risk Rally Continues - Credit Loves the Good News Narrative
|
Jan 16, 2023 |
Bluebirds>Black Swans. Hope for 2023?
|
Jan 12, 2023 |
Season 9 of UJWOB: the end of the Negative Yielding Bond Era
|
Jan 06, 2023 |
Uncle Jim’s 2023 Bond Market Outlook
|
Dec 09, 2022 |
The End of Season 8 of UJWOB: The Powell Pivot?
|
Dec 05, 2022 |
Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021
|
Dec 02, 2022 |
China 🇨🇳 Protests
|
Nov 28, 2022 |
The Fixed Income Everything Rally.
|
Nov 25, 2022 |
Paul the Octopus v Goldman Sachs
|
Nov 21, 2022 |
The Inflation Turning Point?
|
Nov 14, 2022 |
Midterms, Menu Costs, Crypto
|
Nov 10, 2022 |
More US Yield Curve Inversion - and 🇺🇸 Jobs Growth Remains Solid
|
Nov 04, 2022 |
Halloween 🎃 and Gilts Are No Longer So Scary.
|
Oct 31, 2022 |
What Does Paul Krugman, Nobel Prize Winner, Call the UK’s Bond Spread?
|
Oct 21, 2022 |
Four UK Chancellors In A Year. And US Core Inflation at 6.6%
|
Oct 14, 2022 |
No Rest for Gilts: Another Big Selloff Despite New Help From Bank of England.
|
Oct 10, 2022 |
Lenin, Hemingway and Fitzgerald.
|
Oct 03, 2022 |
Margin Call: Extraordinary Dysfunction in the Gilt Market
|
Sep 28, 2022 |
Record Low for the £, and Gilts Collapse Again.
|
Sep 26, 2022 |
Season 8: OMG THE GILT MARKET
|
Sep 23, 2022 |
Politics Special Edition with Randeep Somel!
|
Sep 01, 2022 |
Uncle Jim’s 2022 Summer Special ☀️
|
Aug 10, 2022 |
The End of Uncle Jim’s Season 7: ECB hikes 50bps, and Trussanomics.
|
Jul 22, 2022 |
Nationalisations, Rationing and a Cost of Living Crisis. Credit Spreads to Jump?
|
Jul 19, 2022 |
US Consumers Feel Bad. But the Fed will hike to 3.5% by Christmas.
|
Jul 15, 2022 |
US Treasury Yield Curve Now Properly Inverted
|
Jul 12, 2022 |
Euro Nears Parity With the $. US Yield Curve Inverted As We Expect Weakening Labo(u)r Market.
|
Jul 08, 2022 |
Europe’s Natural Gas Problem: interview with Orlando Finzi
|
Jul 06, 2022 |
🚨Narrative Change Alert🚨 From Inflation to Recession…
|
Jul 04, 2022 |
The Worst Start to a Year for USTs Since Before George Washington!
|
Jul 01, 2022 |
China 🇨🇳 Reopening? But US 🇺🇸 Consumer is In Trouble…
|
Jun 29, 2022 |
Yields Drop Despite Hawkish Fed Rhetoric: Hike Expectations Peaking?
|
Jun 24, 2022 |
The Deutsche Bank Default Study: Ouch
|
Jun 17, 2022 |
Bondmageddon Continues.
|
Jun 15, 2022 |
New 40 Year 🇺🇸 CPI High - and Record Low in Consumer Sentiment…
|
Jun 13, 2022 |
Workers’ Power Returning? The Fed Thinks That Trade Unions Hold The Key To Inflation.
|
Jun 10, 2022 |
Jubilee Special. Credit is rallying off its May lows.
|
May 30, 2022 |
What does $ Strength Mean for Emerging Markets
|
May 27, 2022 |
Recession fears grow. Stocks down, bond yields down. Bank of England under attack.
|
May 20, 2022 |
Apocalypse Now. Andrew Bailey at the Treasury Select Committee
|
May 17, 2022 |
Crytpo-crash, Michael Owen, and breaking pegs.
|
May 12, 2022 |
Credit - No Hiding Place in Investment Grade Bonds. IG and HY both -9% this Year.
|
May 09, 2022 |
Bank of England’s Recession Forecast - and a bleak day for markets
|
May 06, 2022 |
Roundnumberitis: 3% US Treasury Bond Yields
|
May 03, 2022 |
Season 7 of Uncle Jim’s World of Bonds
|
Apr 25, 2022 |
The End of Crazy Quarter in Bond World (and the end of Season 6)
|
Mar 31, 2022 |
Negative Bond Yields - RIP? ☠️
|
Mar 28, 2022 |
Happy 2nd Birthday to UJWOB
|
Mar 24, 2022 |
J-Pow to Bond Market: Drop Dead
|
Mar 22, 2022 |
Bank of England’s Dovish Hike. Fed hikes for the first time since 2018.
|
Mar 18, 2022 |
Fed Hike Day (probably)
|
Mar 16, 2022 |
Risk Assets Bounce and the € Recovers Too
|
Mar 10, 2022 |
Oil Hits $130. Recession Coming?
|
Mar 07, 2022 |
Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.
|
Mar 02, 2022 |
Latest on Russia and Sanctions. And Germany’s New Military Spending Policy
|
Feb 28, 2022 |
Russia 🇷🇺 invades Ukraine 🇺🇦
|
Feb 24, 2022 |
What Bonds Did On My Winter Holidays ❄️
|
Feb 21, 2022 |
7.5% US CPI. Another upside surprise. Also Italy.
|
Feb 10, 2022 |
Bond Tantrum 😱
|
Feb 07, 2022 |
🇪🇺ECB Hiking Cycle🇪🇺. And the Bank of England announces it’s selling ALL its £ corporate bonds.
|
Feb 04, 2022 |
5 Fed Hikes Priced for 2022
|
Feb 01, 2022 |
Morrissey/Terry Pratchet/J-Pow
|
Jan 27, 2022 |
Default Expectations Rising in Russia and Ukraine, and “Safe Havens” Rally
|
Jan 24, 2022 |
🇩🇪 German Bund Yields Turn +ve 🇩🇪
|
Jan 19, 2022 |
🚨7%🚨
|
Jan 17, 2022 |
Season 6: Welcome to 2022 - and a huge bond sell-off
|
Jan 11, 2022 |
Uncle Jim’s 2022 Bond Market Outlook
|
Dec 16, 2021 |
Francis Fukuyama and The End of History
|
Dec 07, 2021 |
Last US Employment Report of 2021: Something For Everyone?
|
Dec 03, 2021 |
Bad News on Vaccines: Risk Off Again. And BRICS.
|
Nov 30, 2021 |
Covid: Treasuries Rally & Credit Weak on New Variant.
|
Nov 26, 2021 |
Powell vs Brainard: Winner Announced Today?
|
Nov 22, 2021 |
U.K. Furlough Ends, But Employment Grows
|
Nov 16, 2021 |
US Inflation: Highest for 30 Years
|
Nov 11, 2021 |
China’s 🇨🇳 High Yield Market Turmoil Accelerates. And Real Bond Yields Hit Record Lows.
|
Nov 09, 2021 |
COP26 - A Conversation With Climate Solutions Investor Randeep Somel.
|
Nov 05, 2021 |
Scenes on Threadneedle Street.
|
Nov 04, 2021 |
Australia & Italy - Central Banks Waving Goodbye?
|
Nov 03, 2021 |
Back to Normal for the U.K. 🇬🇧?
|
Nov 01, 2021 |
US 🇺🇸 Entering Recession Now?
|
Oct 22, 2021 |
🚨 Policy Error Alert 🚨
|
Oct 19, 2021 |
1980s: The Latin American Debt Crisis
|
Oct 18, 2021 |
Nobel Prizes And Other Academic Stuff
|
Oct 12, 2021 |
Jobs Weak, Bonds Weak
|
Oct 11, 2021 |
Is the USA’s Sovereign Credit Rating Useful?
|
Oct 07, 2021 |
Credit: Default Rates Still Falling, But Spreads Starting To Move Higher?
|
Oct 05, 2021 |
Biden’s in Trouble: The GOP Smells Blood
|
Oct 01, 2021 |
Stagflation
|
Sep 29, 2021 |
US 🇺🇸 Default on 20th October?
|
Sep 27, 2021 |
Bond Market Sell-off: Bank of England Triggers 10 bps+ Yield Spike
|
Sep 24, 2021 |
Is Evergrande Contagious?
|
Sep 21, 2021 |
Evergrande - China’s Lehman Brothers?
|
Sep 17, 2021 |
ECB Taper: a Head-Scratcher
|
Sep 14, 2021 |
Income Inequality Driving Bond Yields Lower?
|
Sep 08, 2021 |
Season 5, Episode 1: Three Things Driving the World of Bonds
|
Sep 06, 2021 |
Duncan Weldon’s “Muddling Through - the surprising story of Britain’s economy”
|
Aug 23, 2021 |
Moyeen Islam: the Bank of England & Quantitative Tightening
|
Aug 18, 2021 |
Uncle Jim’s 2021 Summer Special
|
Aug 09, 2021 |
US 🇺🇸 GDP Misses - but don’t worry, it’s bullish!
|
Jul 29, 2021 |
Record low US Real Yields amid a China Crisis 🇨🇳
|
Jul 27, 2021 |
Morgan Stanley Paper: Debt Sustainability is Key
|
Jul 16, 2021 |
US 🇺🇸 Inflation Higher Again - But Bond Markets Barely Move As Global Growth Fears Rise.
|
Jul 13, 2021 |
The ECB Raises the Inflation Target
|
Jul 09, 2021 |
Bonds Rally Again! More Buyers Than Sellers.
|
Jul 07, 2021 |
Green Gilts
|
Jul 05, 2021 |
“Where Credit Is Due” by Gregory Smith. Africa’s Sovereign Debt and its Future.
|
Jun 29, 2021 |
Inflation Bottlenecks Ending?
|
Jun 28, 2021 |
The De-Re-Inflation Trade.
|
Jun 22, 2021 |
Fed Turns Hawkish. And is Australia 🇦🇺 Really A Huge Default Risk?
|
Jun 17, 2021 |
U.K. 🇬🇧 Inflation Joins the Party 🎉
|
Jun 16, 2021 |
10 Reasons Why Treasury Bonds Are Rallying
|
Jun 12, 2021 |
5% US Inflation - Highest for 13 Years.
|
Jun 10, 2021 |
Some Personal Gilt Market Historical Recollections
|
Jun 07, 2021 |
Taper! The Fed Announces It’s Selling Its Corporate Bonds.
|
Jun 03, 2021 |
Ryan A. Bourne - “Economics In One Virus” 🦠
|
May 28, 2021 |
Demographics: is the future inflationary or deflationary?
|
May 26, 2021 |
The Eurovision Bond Contest 🇮🇪🇮🇹🇮🇸🇸🇪🇩🇪
|
May 24, 2021 |
Diamond Hands & Laser Beam Eyes
|
May 21, 2021 |
China Still Loves US Treasury Bonds
|
May 19, 2021 |
Blowout US Inflation: +4.2%, Highest since 2008
|
May 12, 2021 |
Poor Employment Numbers - the GOP Blames Feckless Biden Stimulus
|
May 10, 2021 |
Season 4 of Uncle Jim’s World of Bonds
|
May 07, 2021 |
Spring Bond Market Roundup: the end of Season 3.
|
Apr 06, 2021 |
The Bank of England and a Coup d’Etat
|
Mar 29, 2021 |
Are Inflation Linked Bonds Rubbish?
|
Mar 25, 2021 |
How Much Does QE Cost?
|
Mar 23, 2021 |
1978: the Fed’s “Inflation Fighter”
|
Mar 19, 2021 |
No Fed Hike till 2024
|
Mar 18, 2021 |
U.K. Trade Collapses. Et France A Besoin de Babies.
|
Mar 12, 2021 |
Growth vs Bonds: pick your winner
|
Mar 09, 2021 |
J-Pow Fails To End Bond Rout
|
Mar 05, 2021 |
Budget Day. And the Fed hints that it’s worried about the bond tantrum.
|
Mar 03, 2021 |
Bond Market Sell-Off, or a Blip?
|
Mar 01, 2021 |
Episode 100 - Did the “Bond Bubble” Just Burst?
|
Feb 26, 2021 |
Bond Carnage Accelerates
|
Feb 22, 2021 |
Bond Market Sell-off Escalates
|
Feb 17, 2021 |
Worst U.K. GDP Since 1709
|
Feb 12, 2021 |
2% US Treasury Yields!!! Briefly.
|
Feb 09, 2021 |
Bank of England Special
|
Feb 05, 2021 |
Enter the Draghi
|
Feb 04, 2021 |
Hi Ho Silver! The Wizard of Oz Revisited.
|
Feb 01, 2021 |
Bed of Nitroglycerin?
|
Jan 26, 2021 |
Bonds: Pinned Between Dovish Central Banks and Expansionary Governments
|
Jan 25, 2021 |
Yellen: The Musical. And inflation.
|
Jan 22, 2021 |
What The Hobbit Teaches Us About Monetary Policy
|
Jan 18, 2021 |
Bring on the Stimmy: Biden & Powell want growth. Also what on earth happened with Europcar’s CDS?
|
Jan 15, 2021 |
2021 Starts With a US Treasury Bond Selloff
|
Jan 11, 2021 |
Uncle Jim’s 2021 Bond Market Outlook
|
Dec 15, 2020 |
Emerging Market Defaults: More On the Way? Not Necessarily.
|
Dec 08, 2020 |
Sherman McCoy, The Bonfire of the Vanities, Gold & Giscard Bonds
|
Dec 04, 2020 |
A Bad Day For US Treasuries
|
Dec 02, 2020 |
The Maradona Theory of Monetary Policy, and the Man With Maradona’s Shirt
|
Nov 30, 2020 |
Yellen, Brainard & Shelton
|
Nov 25, 2020 |
African Sovereign Debt: a Deep Dive with Gregory Smith
|
Nov 23, 2020 |
Economic Long Covid
|
Nov 17, 2020 |
Lena Dunham’s “Industry” and that 4% US Treasury Trade...
|
Nov 13, 2020 |
Puppies and Inflation
|
Nov 11, 2020 |
Bicycle Economics
|
Nov 09, 2020 |
Bonds stabilise after their US Election rally - but the US$ is falling
|
Nov 06, 2020 |
US Presidential Election Too Close To Call: but No Blue Wave
|
Nov 04, 2020 |
Europe’s “Hamilton Moment”, and Piketty’s new film.
|
Oct 22, 2020 |
Double Standards at the IMF?
|
Oct 19, 2020 |
Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.
|
Oct 16, 2020 |
Used Car Prices Up, but US inflation Weakens
|
Oct 14, 2020 |
Fiscal Multipliers are POWERFUL at times like these
|
Oct 12, 2020 |
Awful U.K. GDP, Technical Analysis for Beginners, & China.
|
Oct 09, 2020 |
Defaults - What’s Priced In Now?
|
Oct 07, 2020 |
Can Robots Predict Financial Crises?
|
Oct 05, 2020 |
Lagarde, Reversal Rate Dynamics and Weak Eurozone Inflation Expectations
|
Oct 01, 2020 |
It’s the Economy, Stupid.
|
Sep 30, 2020 |
Bonds vs Equities - who’s winning in 2020?
|
Sep 28, 2020 |
Joe Biden and the Bond Markets
|
Sep 24, 2020 |
The Bank of England gets ready for Negative Rates.
|
Sep 18, 2020 |
Japan Special: is Japanification Such a bad thing after all?
|
Sep 14, 2020 |
David Graeber’s “Debt: the First 5000 years”. And explaining Sterling’s collapse.
|
Sep 11, 2020 |
The Fed’s New Flexible Average Inflation Targeting (FAIT) Framework
|
Sep 09, 2020 |
The World of Bonds is back! So what happened in August’s fixed income markets?
|
Sep 07, 2020 |
Uncle Jim's Summer Bond Thoughts
|
Jul 30, 2020 |
GOLD!
|
Jul 27, 2020 |
Evidence That Cutting Rates Below Zero Is Counterproductive?
|
Jul 22, 2020 |
Are pandemics inflationary or deflationary?
|
Jul 20, 2020 |
The Deficit Myth by Stephanie Kelton: Part 2. The problems with the book.
|
Jul 15, 2020 |
The Deficit Myth by Stephanie Kelton: Part 1
|
Jul 13, 2020 |
We Asked For a Green New Deal - We Got Half Priced Nando’s (Monday to Wednesday Only).
|
Jul 10, 2020 |
No Atheists in Foxholes as the Ayn Rand Institute takes a Federal Loan
|
Jul 07, 2020 |
The New Taper Tantrum: the End of Furlough
|
Jul 06, 2020 |
Gold, Nasdaq, gilts: the 2020 winners so far
|
Jul 01, 2020 |
Yield Curve Control & Currency Depreciation
|
Jun 29, 2020 |
Is the Bank of England still independent? And explaining ESG outperformance.
|
Jun 26, 2020 |
Angrynomics!!! Eric Lonergan & Mark Blyth’s great new book.
|
Jun 23, 2020 |
The 2020 US Presidential Election: Biden’s to Lose?
|
Jun 22, 2020 |
Gilt Market Special
|
Jun 19, 2020 |
The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?
|
Jun 16, 2020 |
Robin Hood, Robin Hood riding to Hertz’s rescue?
|
Jun 15, 2020 |
“The Looming Bank Collapse”?
|
Jun 12, 2020 |
Italy’s new GDP linked bond
|
Jun 10, 2020 |
2.5 Million New Jobs
|
Jun 08, 2020 |
Surprise! The ECB overdelivers.
|
Jun 05, 2020 |
Recessions are Racist
|
Jun 02, 2020 |
Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.
|
May 28, 2020 |
Argentina & Hertz - defaults coming thick and fast
|
May 26, 2020 |
The Psychology of Negative Interest Rates
|
May 22, 2020 |
Negative rates, everywhere
|
May 21, 2020 |
Equity markets and Credit Ratings
|
May 19, 2020 |
Debt Jubilees: Moral Hazard vs Fairness
|
May 15, 2020 |
Deflation in the USA. It’s here.
|
May 13, 2020 |
Negative US interest rates? That’s what the market thinks.
|
May 11, 2020 |
Reinhart & Rogoff Revisited
|
May 07, 2020 |
Why high government bond issuance doesn’t mean higher government bond yields
|
May 05, 2020 |
The Winner’s Curse - do you want to “win” a bond auction?
|
May 04, 2020 |
Is Trump going to default on China’s US Treasury holdings?
|
May 01, 2020 |
Animal Crossing, zero interest rates, turnips.
|
Apr 29, 2020 |
Defaults & Zombies
|
Apr 28, 2020 |
Italy on the credit rating knife-edge. Are the rating agencies too powerful at a time like this?
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Apr 27, 2020 |
Are Central Banks and Governments simply going to cancel outstanding public debt?
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Apr 23, 2020 |
Emerging Markets: currencies down, bonds down.
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Apr 22, 2020 |
Debt monetisation: is New Zealand going to make another world “first”?
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Apr 21, 2020 |
Falling oil, first defaults, and “orphaned” Emerging Market debt
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Apr 20, 2020 |
Extend and Pretend: here come the bank waivers
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Apr 17, 2020 |
The Fed buys junk
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Apr 14, 2020 |
Did...the Bank of England just announce helicopter money?
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Apr 09, 2020 |
The flat Phillips Curve: no inflation in good times, no deflation in bad times?
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Apr 08, 2020 |
World War 2 and the Fed’s Yield Curve Control
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Apr 07, 2020 |
No Coronabonds - but the next best thing? And a look at rising UK inflation expectations.
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Apr 06, 2020 |
Follow the flows
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Apr 03, 2020 |
The Black Death and bond markets
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Apr 02, 2020 |
How did we go bankrupt? Gradually, then suddenly.
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Apr 01, 2020 |
Are we all going bust?
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Mar 31, 2020 |
Not now, credit rating agencies!
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Mar 30, 2020 |
Fallen Angels
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Mar 27, 2020 |
Coronabonds: is Europe ready for jointly guaranteed debt yet?
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Mar 26, 2020 |
Them’s the breaks.
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Mar 25, 2020 |
More defaults than the Great Depression?
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Mar 24, 2020 |
Uncle Jim’s World of Bonds (Trailer)
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Mar 23, 2020 |