July 9, 2024Episode 117 min
The LAST Ever UJWOB
Love from Jim x
Episodes
343
Latest episode
Jul 2024
Language
EN
About the show
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.
Listen to episodes
June 28, 2024Episode 2111 min
The End Of Season 13 Of UJWOB
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
June 27, 2024Episode 209 min
Household Debt v Government Debt - It’s Different
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
June 21, 2024Episode 199 min
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
And a look at Noah Smith’s views on ‘elite overproduction’.
June 19, 2024Episode 1811 min
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.
June 17, 2024Episode 179 min
European Credit Spreads Widen On France Fears
And China leaves rates on hold, despite weak house price news.
June 14, 2024Episode 1611 min
Zero Inflation in May, Bond Rally Underway
But French assets are really struggling, and credit is starting to weaken.
June 12, 2024Episode 1512 min
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
Also: a smorgasbord of other bond market ephemera.
June 10, 2024Episode 1411 min
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
US rate cut now not fully priced until December.
May 31, 2024Episode 1310 min
EU Bonds Going Into Global Indices
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
