Uncle Jim’s World of Bonds

343 Episodes

1. Risk Assets Bounce and the € Recovers Too

   Published: 3/10/2022
2. Oil Hits $130. Recession Coming?

   Published: 3/7/2022
3. Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.

   Published: 3/2/2022
4. Latest on Russia and Sanctions. And Germany’s New Military Spending Policy

   Published: 2/28/2022
5. Russia 🇷🇺 invades Ukraine 🇺🇦

   Published: 2/24/2022
6. What Bonds Did On My Winter Holidays ❄️

   Published: 2/21/2022
7. 7.5% US CPI. Another upside surprise. Also Italy.

   Published: 2/10/2022
8. Bond Tantrum 😱

   Published: 2/7/2022
9. 🇪🇺ECB Hiking Cycle🇪🇺. And the Bank of England announces it’s selling ALL its £ corporate bonds.

   Published: 2/4/2022
10. 5 Fed Hikes Priced for 2022

    Published: 2/1/2022
11. Morrissey/Terry Pratchet/J-Pow

    Published: 1/27/2022
12. Default Expectations Rising in Russia and Ukraine, and “Safe Havens” Rally

    Published: 1/24/2022
13. 🇩🇪 German Bund Yields Turn +ve 🇩🇪

    Published: 1/19/2022
14. 🚨7%🚨

    Published: 1/17/2022
15. Season 6: Welcome to 2022 - and a huge bond sell-off

    Published: 1/11/2022
16. Uncle Jim’s 2022 Bond Market Outlook

    Published: 12/16/2021
17. Francis Fukuyama and The End of History

    Published: 12/7/2021
18. Last US Employment Report of 2021: Something For Everyone?

    Published: 12/3/2021
19. Bad News on Vaccines: Risk Off Again. And BRICS.

    Published: 11/30/2021
20. Covid: Treasuries Rally & Credit Weak on New Variant.

    Published: 11/26/2021