Uncle Jim’s World of Bonds

321 Episodes

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

   Published: 3/27/2024
2. Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

   Published: 3/25/2024
3. Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

   Published: 3/22/2024
4. Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.

   Published: 3/20/2024
5. The End Of Negative Interest Rates in Japan 🇯🇵

   Published: 3/18/2024
6. Why Is The Last Mile The Hardest Mile?

   Published: 3/14/2024
7. The ‘Right Tail Risk’ Is Fading

   Published: 3/11/2024
8. No Rabbits Left 🐇 For The UK

   Published: 3/7/2024
9. No Sign of Inflation Re-Accelerating In the PCE Deflator Data

   Published: 2/29/2024
10. Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

    Published: 2/26/2024
11. Do NVIDIA’s Results Mean That r* Needs To Rise?

    Published: 2/23/2024
12. Fiscal Rules: Do Bond Investors Care?

    Published: 2/21/2024
13. ‘Rishession’ For the UK 🇬🇧

    Published: 2/19/2024
14. Government Bonds Start 2024 With A Bit Of A Kicking

    Published: 2/9/2024
15. Is The Game Up For J-Pow As Trump Attacks?

    Published: 2/4/2024
16. Letter From America: the US Economic Outlook Live From Manhattan

    Published: 1/28/2024
17. How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

    Published: 1/19/2024
18. Why Do Americans Feel So Lousy About The US Economy?

    Published: 1/16/2024
19. Un-Inversion. Upward Sloping Yield Curves Are Back!

    Published: 1/12/2024
20. Credit Starts 2024 on the Back Foot

    Published: 1/8/2024