343 Odcinki

  1. The Tortured Bond Investors Department

    Opublikowany: 22.04.2024
  2. UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

    Opublikowany: 19.04.2024
  3. India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

    Opublikowany: 27.03.2024
  4. Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

    Opublikowany: 25.03.2024
  5. Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

    Opublikowany: 22.03.2024
  6. Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.

    Opublikowany: 20.03.2024
  7. The End Of Negative Interest Rates in Japan 🇯🇵

    Opublikowany: 18.03.2024
  8. Why Is The Last Mile The Hardest Mile?

    Opublikowany: 14.03.2024
  9. The ‘Right Tail Risk’ Is Fading

    Opublikowany: 11.03.2024
  10. No Rabbits Left 🐇 For The UK

    Opublikowany: 7.03.2024
  11. No Sign of Inflation Re-Accelerating In the PCE Deflator Data

    Opublikowany: 29.02.2024
  12. Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

    Opublikowany: 26.02.2024
  13. Do NVIDIA’s Results Mean That r* Needs To Rise?

    Opublikowany: 23.02.2024
  14. Fiscal Rules: Do Bond Investors Care?

    Opublikowany: 21.02.2024
  15. ‘Rishession’ For the UK 🇬🇧

    Opublikowany: 19.02.2024
  16. Government Bonds Start 2024 With A Bit Of A Kicking

    Opublikowany: 9.02.2024
  17. Is The Game Up For J-Pow As Trump Attacks?

    Opublikowany: 4.02.2024
  18. Letter From America: the US Economic Outlook Live From Manhattan

    Opublikowany: 28.01.2024
  19. How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

    Opublikowany: 19.01.2024
  20. Why Do Americans Feel So Lousy About The US Economy?

    Opublikowany: 16.01.2024

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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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