343 Episodio

  1. More US Yield Curve Inversion - and 🇺🇸 Jobs Growth Remains Solid

    Pubblicato: 04/11/2022
  2. Halloween 🎃 and Gilts Are No Longer So Scary.

    Pubblicato: 31/10/2022
  3. What Does Paul Krugman, Nobel Prize Winner, Call the UK’s Bond Spread?

    Pubblicato: 21/10/2022
  4. Four UK Chancellors In A Year. And US Core Inflation at 6.6%

    Pubblicato: 14/10/2022
  5. No Rest for Gilts: Another Big Selloff Despite New Help From Bank of England.

    Pubblicato: 10/10/2022
  6. Lenin, Hemingway and Fitzgerald.

    Pubblicato: 03/10/2022
  7. Margin Call: Extraordinary Dysfunction in the Gilt Market

    Pubblicato: 28/09/2022
  8. Record Low for the £, and Gilts Collapse Again.

    Pubblicato: 26/09/2022
  9. Season 8: OMG THE GILT MARKET

    Pubblicato: 23/09/2022
  10. Politics Special Edition with Randeep Somel!

    Pubblicato: 01/09/2022
  11. Uncle Jim’s 2022 Summer Special ☀️

    Pubblicato: 10/08/2022
  12. The End of Uncle Jim’s Season 7: ECB hikes 50bps, and Trussanomics.

    Pubblicato: 22/07/2022
  13. Nationalisations, Rationing and a Cost of Living Crisis. Credit Spreads to Jump?

    Pubblicato: 19/07/2022
  14. US Consumers Feel Bad. But the Fed will hike to 3.5% by Christmas.

    Pubblicato: 15/07/2022
  15. US Treasury Yield Curve Now Properly Inverted

    Pubblicato: 12/07/2022
  16. Euro Nears Parity With the $. US Yield Curve Inverted As We Expect Weakening Labo(u)r Market.

    Pubblicato: 08/07/2022
  17. Europe’s Natural Gas Problem: interview with Orlando Finzi

    Pubblicato: 06/07/2022
  18. 🚨Narrative Change Alert🚨 From Inflation to Recession…

    Pubblicato: 04/07/2022
  19. The Worst Start to a Year for USTs Since Before George Washington!

    Pubblicato: 01/07/2022
  20. China 🇨🇳 Reopening? But US 🇺🇸 Consumer is In Trouble…

    Pubblicato: 29/06/2022

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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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