Uncle Jim’s World of Bonds

328 Episodes

1. Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey

   Published: 5/8/2024
2. US Employment Weakens, Bonds Rally

   Published: 5/3/2024
3. Why Economics Needs To Be Sexier

   Published: 5/1/2024
4. Gold vs Real Yields

   Published: 4/29/2024
5. US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.

   Published: 4/26/2024
6. The Tortured Bond Investors Department

   Published: 4/22/2024
7. UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

   Published: 4/19/2024
8. India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 2/19/2024