343 Afleveringen

  1. The Tortured Bond Investors Department

    Gepubliceerd: 22-4-2024
  2. UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

    Gepubliceerd: 19-4-2024
  3. India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

    Gepubliceerd: 27-3-2024
  4. Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

    Gepubliceerd: 25-3-2024
  5. Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

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

    Gepubliceerd: 20-3-2024
  7. The End Of Negative Interest Rates in Japan 🇯🇵

    Gepubliceerd: 18-3-2024
  8. Why Is The Last Mile The Hardest Mile?

    Gepubliceerd: 14-3-2024
  9. The ‘Right Tail Risk’ Is Fading

    Gepubliceerd: 11-3-2024
  10. No Rabbits Left 🐇 For The UK

    Gepubliceerd: 7-3-2024
  11. No Sign of Inflation Re-Accelerating In the PCE Deflator Data

    Gepubliceerd: 29-2-2024
  12. Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

    Gepubliceerd: 26-2-2024
  13. Do NVIDIA’s Results Mean That r* Needs To Rise?

    Gepubliceerd: 23-2-2024
  14. Fiscal Rules: Do Bond Investors Care?

    Gepubliceerd: 21-2-2024
  15. ‘Rishession’ For the UK 🇬🇧

    Gepubliceerd: 19-2-2024
  16. Government Bonds Start 2024 With A Bit Of A Kicking

    Gepubliceerd: 9-2-2024
  17. Is The Game Up For J-Pow As Trump Attacks?

    Gepubliceerd: 4-2-2024
  18. Letter From America: the US Economic Outlook Live From Manhattan

    Gepubliceerd: 28-1-2024
  19. How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

    Gepubliceerd: 19-1-2024
  20. Why Do Americans Feel So Lousy About The US Economy?

    Gepubliceerd: 16-1-2024

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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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