Uncle Jim’s World of Bonds
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.Podcasts
Season 12 of Uncle Jims World of Bonds
Published: Jan. 5, 2024, 12:46 p.m.Duration: 12 minutes 37 seconds
Listed in: Business
2024 Fixed Income Outlook: The Uncle Jims World of Bonds Special
Published: Dec. 14, 2023, 1:27 p.m.Duration: 38 minutes 59 seconds
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The End of Season 11 of Uncle Jims World of Bonds
Published: Dec. 6, 2023, 3:12 p.m.Duration: 9 minutes 24 seconds
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Alistair Darling, Moral Hazard and Northern Rock
Published: Dec. 1, 2023, 7:18 a.m.Duration: 10 minutes 35 seconds
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Charlie Munger RIP. And Feds Waller Triggers a Bond Rally
Published: Nov. 29, 2023, 8:54 a.m.Duration: 11 minutes 55 seconds
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The UKs Autumn Statement - Whoops We Did It Again?
Published: Nov. 25, 2023, 9:42 a.m.Duration: 13 minutes 36 seconds
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The Turning Point? Inflation Falls, Bonds Rally, the Dollar Tanks.
Published: Nov. 19, 2023, 6:17 p.m.Duration: 11 minutes 33 seconds
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US Credit Rating At Risk. UK Growth Stagnates.
Published: Nov. 13, 2023, 9:24 a.m.Duration: 10 minutes 13 seconds
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Kilkenomics: Oh My God - Its Kilkenny!
Published: Nov. 6, 2023, 2:11 p.m.Duration: 9 minutes 32 seconds
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Trump Trades 2024
Published: Nov. 3, 2023, 10:27 a.m.Duration: 13 minutes 43 seconds
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UJWOB Credit Special Part 2: Banks - The Dave Covey Interview
Published: Oct. 26, 2023, 11:13 a.m.Duration: 31 minutes 53 seconds
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The 4.99% US Treasury Yield and the Power of Convexity.
Published: Oct. 22, 2023, 8:04 p.m.Duration: 11 minutes 40 seconds
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UJWOB Credit Special: Part 1
Published: Oct. 16, 2023, 9:21 a.m.Duration: 29 minutes 34 seconds
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US Service Sector Inflation Kills The Bond Market Rally
Published: Oct. 13, 2023, 7:53 a.m.Duration: 12 minutes 5 seconds
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US Employment, Flight-to-Quality On Middle East Fears, Italy.
Published: Oct. 9, 2023, 7:34 a.m.Duration: 12 minutes 25 seconds
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101 Reasons For The Great Bond Sell-Off
Published: Oct. 6, 2023, 8:58 a.m.Duration: 11 minutes 24 seconds
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A Summary Of Recent Bond & Currency Moves
Published: Oct. 2, 2023, 7:35 a.m.Duration: 11 minutes 19 seconds
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Are the Monetarists Back?
Published: Sept. 29, 2023, 1:47 p.m.Duration: 11 minutes 10 seconds
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What Happened to The Pandemic Savings? Pretty Much All Gone Im Afraid.
Published: Sept. 25, 2023, 4:05 p.m.Duration: 10 minutes 5 seconds
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A Wall of Worry For Bonds
Published: Sept. 22, 2023, 12:12 p.m.Duration: 12 minutes 34 seconds
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Table Mountain: Fed Holds But Will Proceed Carefully. UK Inflation Lets BoE Off The Hook.
Published: Sept. 20, 2023, 7:22 p.m.Duration: 10 minutes 5 seconds
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Peak Central Bank Rates = Peak Bond Yields?
Published: Sept. 18, 2023, 7:58 a.m.Duration: 10 minutes 2 seconds
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Season 11 of Uncle Jims World of Bonds
Published: Sept. 11, 2023, 8:06 a.m.Duration: 13 minutes 53 seconds
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UJWOB Summer Special 2023
Published: Aug. 25, 2023, 11:06 a.m.Duration: 27 minutes 41 seconds
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The End of Season 10 of UJWOB
Published: July 28, 2023, 2:06 p.m.Duration: 14 minutes 8 seconds
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Geek Week For Central Bank Watchers
Published: July 24, 2023, 5:14 p.m.Duration: 9 minutes 58 seconds
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Finally the Bank of England Catches a Break. Better UK Inflation Numbers.
Published: July 19, 2023, 7:28 a.m.Duration: 7 minutes 47 seconds
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The Turning Point in the Battle Against Inflation? Junes CPI Cheers Bonds.
Published: July 17, 2023, 7:59 a.m.Duration: 10 minutes 5 seconds
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Bank of Englands Financial Stability Report: Not As Bad As 2007?
Published: July 12, 2023, 8:35 a.m.Duration: 12 minutes 14 seconds
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New Weakness In Bond Markets. Monetary Policy Doesnt Seem To Be Working.
Published: July 7, 2023, 8:08 a.m.Duration: 10 minutes 59 seconds
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Dont Fight The Fed. And UK Water Bonds In The Spotlight.
Published: June 30, 2023, 7:45 a.m.Duration: 11 minutes 47 seconds
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The Russian Coup, Credit, and Harry Markowitz.
Published: June 26, 2023, 7:52 a.m.Duration: 8 minutes 40 seconds
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UK Inflation - Another Shocker. And Chinas 2023 Growth Outlook Downgraded.
Published: June 21, 2023, 7:20 a.m.Duration: 9 minutes 51 seconds
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Fed skips. Or is it a pause?
Published: June 14, 2023, 9:15 p.m.Duration: 7 minutes 28 seconds
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Gilt Yields Spike To Above Trussonomics Levels
Published: June 13, 2023, 9:42 a.m.Duration: 11 minutes 22 seconds
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Surprise Rate Hikes From Australia and Canada
Published: June 9, 2023, 8:01 a.m.Duration: 9 minutes 16 seconds
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Napoleon & the 1814 Gilt Market Scam
Published: June 3, 2023, 8:12 a.m.Duration: 9 minutes 14 seconds
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The 2023 Deutsche Bank Default Study
Published: May 31, 2023, 4:18 p.m.Duration: 13 minutes 23 seconds
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Is the Moron Risk Premium Back For The UK?
Published: May 29, 2023, 4:33 p.m.Duration: 14 minutes 27 seconds
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Big Week For The US Debt Ceiling Crisis, and a Big Week For The Bank Of England Too.
Published: May 22, 2023, 7:38 a.m.Duration: 10 minutes 45 seconds
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The Economist Front Cover Curse Revisited
Published: May 15, 2023, 10:12 a.m.Duration: 9 minutes 5 seconds
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The 14th Amendment: A Constitutional Crisis in the Making?
Published: May 8, 2023, 10:56 a.m.Duration: 8 minutes 42 seconds
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Hiking In A Banking Crisis - Not Sure How Kind History Will Be On the Fed & ECB
Published: May 5, 2023, 7:21 a.m.Duration: 7 minutes 35 seconds
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First Republic Bank Is Gone: The USs Second Biggest Bank Failure in History
Published: May 2, 2023, 7:40 a.m.Duration: 9 minutes 15 seconds
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Bank of Japan Special Episode
Published: April 28, 2023, 5:31 a.m.Duration: 16 minutes 26 seconds
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Season 10 of Uncle Jims World of Bonds
Published: April 24, 2023, 9:14 a.m.Duration: 19 minutes 9 seconds
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The End of Season 9 of UJWOB: And Time for Pause in Rate Hikes?
Published: April 3, 2023, 8:22 a.m.Duration: 17 minutes 26 seconds
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Midjourney, Twitter Bank Runs, and Minsky Moments
Published: March 27, 2023, 10:52 a.m.Duration: 8 minutes 23 seconds
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Bank of England Hikes: Bailey Tells Firms To Not Raise Prices
Published: March 24, 2023, 8:46 a.m.Duration: 9 minutes 43 seconds
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Credit Suisse Rescued: But AT1 Bank Bonds Wiped Out
Published: March 21, 2023, 8:12 a.m.Duration: 14 minutes 25 seconds
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Credit Suisse: Everything, Everywhere All At Once Is the Headline Being Used By Everyone, Everywhere
Published: March 15, 2023, 6:26 p.m.Duration: 12 minutes 18 seconds
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Silicon Valley Bank On The Brink: Idiosyncratic or Systematic?
Published: March 10, 2023, 3:51 p.m.Duration: 8 minutes 3 seconds
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1981 Revisited: the US Yield Curve
Published: March 8, 2023, 8:29 a.m.Duration: 9 minutes 42 seconds
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Non Farm Payrolls Week: Markets at the Whim of the Seasonal Adjustment Fairy.
Published: March 6, 2023, 9:39 a.m.Duration: 12 minutes 2 seconds
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The ECBs Secret PowerPoint Slides
Published: March 3, 2023, 9:05 a.m.Duration: 10 minutes 1 second
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The One Where Jim Gets His Kids Mobile Phone Bill
Published: March 1, 2023, 8:51 a.m.Duration: 10 minutes 15 seconds
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Debt Sustainability Special Episode
Published: Feb. 24, 2023, 9:41 a.m.Duration: 24 minutes 8 seconds
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Good News is Bad News in Global Markets Again
Published: Feb. 22, 2023, 8:17 a.m.Duration: 12 minutes 51 seconds
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Fed Hike Expectations Jump Higher
Published: Feb. 20, 2023, 8:55 a.m.Duration: 10 minutes 50 seconds
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The Wetherspoons Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round
Published: Feb. 9, 2023, 9:55 p.m.Duration: 8 minutes 55 seconds
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Jay Powell: The Labor Market is Extraordinary.
Published: Feb. 8, 2023, 1:07 p.m.Duration: 12 minutes 1 second
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Bonds Central Banks
Published: Feb. 3, 2023, 9:07 a.m.Duration: 10 minutes 46 seconds
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Bregret? Three Years After Brexit, How Did It Go?
Published: Jan. 31, 2023, 8:41 a.m.Duration: 10 minutes 13 seconds
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Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike
Published: Jan. 27, 2023, 5:21 p.m.Duration: 10 minutes 6 seconds
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Brazil and Argentina Talking About A Single Currency Zone
Published: Jan. 23, 2023, 11:27 a.m.Duration: 10 minutes 4 seconds
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A Japan Special - YCC and Kuroda
Published: Jan. 20, 2023, 12:20 p.m.Duration: 8 minutes 48 seconds
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Debt Ceiling Self-Sabotage
Published: Jan. 20, 2023, 12:07 p.m.Duration: 11 minutes 13 seconds
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The Risk Rally Continues - Credit Loves the Good News Narrative
Published: Jan. 16, 2023, 8:46 a.m.Duration: 11 minutes 15 seconds
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Bluebirds>Black Swans. Hope for 2023?
Published: Jan. 12, 2023, 8:50 a.m.Duration: 11 minutes 19 seconds
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Season 9 of UJWOB: the end of the Negative Yielding Bond Era
Published: Jan. 6, 2023, 9:44 a.m.Duration: 14 minutes 19 seconds
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Uncle Jims 2023 Bond Market Outlook
Published: Dec. 9, 2022, 3:46 p.m.Duration: 37 minutes 47 seconds
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The End of Season 8 of UJWOB: The Powell Pivot?
Published: Dec. 5, 2022, 8:36 a.m.Duration: 10 minutes 6 seconds
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Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021
Published: Dec. 2, 2022, 3:48 p.m.Duration: 17 minutes 26 seconds
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The Fixed Income Everything Rally.
Published: Nov. 25, 2022, 8:48 a.m.Duration: 9 minutes 5 seconds
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Paul the Octopus v Goldman Sachs
Published: Nov. 21, 2022, 9:15 a.m.Duration: 11 minutes 21 seconds
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The Inflation Turning Point?
Published: Nov. 14, 2022, 6:24 p.m.Duration: 9 minutes 5 seconds
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Midterms, Menu Costs, Crypto
Published: Nov. 10, 2022, 9:59 a.m.Duration: 9 minutes 18 seconds
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More US Yield Curve Inversion - and Jobs Growth Remains Solid
Published: Nov. 4, 2022, 2:17 p.m.Duration: 11 minutes 19 seconds
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Halloween and Gilts Are No Longer So Scary.
Published: Oct. 31, 2022, 8:23 a.m.Duration: 13 minutes 22 seconds
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What Does Paul Krugman, Nobel Prize Winner, Call the UKs Bond Spread?
Published: Oct. 21, 2022, 4:50 p.m.Duration: 11 minutes 23 seconds
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Four UK Chancellors In A Year. And US Core Inflation at 6.6%
Published: Oct. 14, 2022, 3:29 p.m.Duration: 9 minutes 56 seconds
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No Rest for Gilts: Another Big Selloff Despite New Help From Bank of England.
Published: Oct. 10, 2022, 2:32 p.m.Duration: 11 minutes 5 seconds
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Lenin, Hemingway and Fitzgerald.
Published: Oct. 3, 2022, 9:04 a.m.Duration: 11 minutes 23 seconds
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Margin Call: Extraordinary Dysfunction in the Gilt Market
Published: Sept. 28, 2022, 7:21 a.m.Duration: 12 minutes 10 seconds
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Record Low for the , and Gilts Collapse Again.
Published: Sept. 26, 2022, 8:38 a.m.Duration: 10 minutes 43 seconds
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Season 8: OMG THE GILT MARKET
Published: Sept. 23, 2022, 1:35 p.m.Duration: 14 minutes 30 seconds
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Politics Special Edition with Randeep Somel!
Published: Sept. 1, 2022, 9:40 a.m.Duration: 25 minutes 8 seconds
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Uncle Jims 2022 Summer Special
Published: Aug. 10, 2022, 10:21 a.m.Duration: 29 minutes 12 seconds
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The End of Uncle Jims Season 7: ECB hikes 50bps, and Trussanomics.
Published: July 22, 2022, 7:05 a.m.Duration: 11 minutes 55 seconds
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Nationalisations, Rationing and a Cost of Living Crisis. Credit Spreads to Jump?
Published: July 19, 2022, 7:45 a.m.Duration: 9 minutes 29 seconds
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US Consumers Feel Bad. But the Fed will hike to 3.5% by Christmas.
Published: July 15, 2022, 5:20 p.m.Duration: 9 minutes 48 seconds
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US Treasury Yield Curve Now Properly Inverted
Published: July 12, 2022, 7:22 a.m.Duration: 10 minutes 5 seconds
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Euro Nears Parity With the $. US Yield Curve Inverted As We Expect Weakening Labo(u)r Market.
Published: July 8, 2022, 8:23 a.m.Duration: 9 minutes 4 seconds
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Europes Natural Gas Problem: interview with Orlando Finzi
Published: July 6, 2022, 10 a.m.Duration: 13 minutes 47 seconds
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Narrative Change Alert From Inflation to Recession...
Published: July 4, 2022, 8:32 a.m.Duration: 10 minutes 10 seconds
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The Worst Start to a Year for USTs Since Before George Washington!
Published: July 1, 2022, 7:33 a.m.Duration: 9 minutes 47 seconds
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China Reopening? But US Consumer is In Trouble...
Published: June 29, 2022, 7:26 a.m.Duration: 7 minutes 55 seconds
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Yields Drop Despite Hawkish Fed Rhetoric: Hike Expectations Peaking?
Published: June 24, 2022, 8:37 a.m.Duration: 9 minutes 35 seconds
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The Deutsche Bank Default Study: Ouch
Published: June 17, 2022, 8:40 a.m.Duration: 14 minutes 5 seconds
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Bondmageddon Continues.
Published: June 15, 2022, 7:33 a.m.Duration: 12 minutes 4 seconds
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New 40 Year CPI High - and Record Low in Consumer Sentiment...
Published: June 13, 2022, 6:52 a.m.Duration: 8 minutes 5 seconds
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Workers Power Returning? The Fed Thinks That Trade Unions Hold The Key To Inflation.
Published: June 10, 2022, 7:16 a.m.Duration: 12 minutes 14 seconds
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Jubilee Special. Credit is rallying off its May lows.
Published: May 30, 2022, 8:44 a.m.Duration: 7 minutes 20 seconds
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What does $ Strength Mean for Emerging Markets
Published: May 27, 2022, 8:05 a.m.Duration: 10 minutes 46 seconds
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Recession fears grow. Stocks down, bond yields down. Bank of England under attack.
Published: May 20, 2022, 4:22 p.m.Duration: 8 minutes 56 seconds
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Apocalypse Now. Andrew Bailey at the Treasury Select Committee
Published: May 17, 2022, 8:31 a.m.Duration: 6 minutes 52 seconds
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Crytpo-crash, Michael Owen, and breaking pegs.
Published: May 12, 2022, 7:52 a.m.Duration: 8 minutes 10 seconds
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Credit - No Hiding Place in Investment Grade Bonds. IG and HY both -9% this Year.
Published: May 9, 2022, 7:16 a.m.Duration: 12 minutes
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Bank of Englands Recession Forecast - and a bleak day for markets
Published: May 6, 2022, 7:02 a.m.Duration: 12 minutes 57 seconds
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Roundnumberitis: 3% US Treasury Bond Yields
Published: May 3, 2022, 7:46 a.m.Duration: 8 minutes 4 seconds
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Season 7 of Uncle Jims World of Bonds
Published: April 25, 2022, 8:28 a.m.Duration: 14 minutes 21 seconds
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The End of Crazy Quarter in Bond World (and the end of Season 6)
Published: March 31, 2022, 8:48 a.m.Duration: 11 minutes 5 seconds
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Negative Bond Yields - RIP?
Published: March 28, 2022, 10:43 a.m.Duration: 8 minutes 5 seconds
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Happy 2nd Birthday to UJWOB
Published: March 24, 2022, 10:07 a.m.Duration: 11 minutes 34 seconds
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J-Pow to Bond Market: Drop Dead
Published: March 22, 2022, 7:53 a.m.Duration: 10 minutes 55 seconds
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Bank of Englands Dovish Hike. Fed hikes for the first time since 2018.
Published: March 18, 2022, 8:41 a.m.Duration: 11 minutes 50 seconds
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Fed Hike Day (probably)
Published: March 16, 2022, 9 a.m.Duration: 9 minutes 53 seconds
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Risk Assets Bounce and the Recovers Too
Published: March 10, 2022, 8:13 a.m.Duration: 9 minutes 22 seconds
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Oil Hits $130. Recession Coming?
Published: March 7, 2022, 8:30 a.m.Duration: 11 minutes 30 seconds
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Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.
Published: March 2, 2022, 8:58 a.m.Duration: 10 minutes 11 seconds
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Latest on Russia and Sanctions. And Germanys New Military Spending Policy
Published: Feb. 28, 2022, 1:08 p.m.Duration: 10 minutes 3 seconds
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Russia invades Ukraine
Published: Feb. 24, 2022, 8:37 a.m.Duration: 8 minutes 8 seconds
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What Bonds Did On My Winter Holidays
Published: Feb. 21, 2022, 8:17 a.m.Duration: 8 minutes 10 seconds
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7.5% US CPI. Another upside surprise. Also Italy.
Published: Feb. 10, 2022, 2:03 p.m.Duration: 11 minutes 16 seconds
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ECB Hiking Cycle. And the Bank of England announces its selling ALL its corporate bonds.
Published: Feb. 4, 2022, 9 a.m.Duration: 9 minutes 7 seconds
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5 Fed Hikes Priced for 2022
Published: Feb. 1, 2022, 8:33 a.m.Duration: 7 minutes 7 seconds
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Morrissey/Terry Pratchet/J-Pow
Published: Jan. 27, 2022, 9:06 a.m.Duration: 9 minutes 42 seconds
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Default Expectations Rising in Russia and Ukraine, and Safe Havens Rally
Published: Jan. 24, 2022, 9:33 a.m.Duration: 8 minutes 25 seconds
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German Bund Yields Turn +ve
Published: Jan. 19, 2022, 8:38 a.m.Duration: 9 minutes 3 seconds
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Season 6: Welcome to 2022 - and a huge bond sell-off
Published: Jan. 11, 2022, 9:39 a.m.Duration: 8 minutes 29 seconds
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Uncle Jims 2022 Bond Market Outlook
Published: Dec. 16, 2021, 1:43 p.m.Duration: 37 minutes 53 seconds
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Francis Fukuyama and The End of History
Published: Dec. 7, 2021, 11:14 a.m.Duration: 12 minutes 3 seconds
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Last US Employment Report of 2021: Something For Everyone?
Published: Dec. 3, 2021, 4:19 p.m.Duration: 9 minutes 48 seconds
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Bad News on Vaccines: Risk Off Again. And BRICS.
Published: Nov. 30, 2021, 9:01 a.m.Duration: 8 minutes 44 seconds
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Covid: Treasuries Rally & Credit Weak on New Variant.
Published: Nov. 26, 2021, 8:22 a.m.Duration: 8 minutes
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Powell vs Brainard: Winner Announced Today?
Published: Nov. 22, 2021, 8:13 a.m.Duration: 8 minutes 18 seconds
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U.K. Furlough Ends, But Employment Grows
Published: Nov. 16, 2021, 8:41 a.m.Duration: 8 minutes 56 seconds
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US Inflation: Highest for 30 Years
Published: Nov. 11, 2021, 7:52 a.m.Duration: 10 minutes 58 seconds
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Chinas High Yield Market Turmoil Accelerates. And Real Bond Yields Hit Record Lows.
Published: Nov. 9, 2021, 9:45 a.m.Duration: 8 minutes 54 seconds
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COP26 - A Conversation With Climate Solutions Investor Randeep Somel.
Published: Nov. 5, 2021, 8:59 a.m.Duration: 21 minutes 31 seconds
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Scenes on Threadneedle Street.
Published: Nov. 4, 2021, 10:16 p.m.Duration: 8 minutes 25 seconds
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Australia & Italy - Central Banks Waving Goodbye?
Published: Nov. 3, 2021, 8:01 a.m.Duration: 8 minutes 54 seconds
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Back to Normal for the U.K. ?
Published: Nov. 1, 2021, 8:04 a.m.Duration: 6 minutes 43 seconds
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US Entering Recession Now?
Published: Oct. 22, 2021, 7:10 a.m.Duration: 7 minutes 10 seconds
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Policy Error Alert
Published: Oct. 19, 2021, 6:38 a.m.Duration: 8 minutes 37 seconds
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1980s: The Latin American Debt Crisis
Published: Oct. 18, 2021, 6:43 a.m.Duration: 11 minutes 38 seconds
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Nobel Prizes And Other Academic Stuff
Published: Oct. 12, 2021, 7:25 a.m.Duration: 10 minutes 15 seconds
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Jobs Weak, Bonds Weak
Published: Oct. 11, 2021, 7:02 a.m.Duration: 8 minutes 39 seconds
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Is the USAs Sovereign Credit Rating Useful?
Published: Oct. 7, 2021, 7:08 a.m.Duration: 9 minutes 21 seconds
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Credit: Default Rates Still Falling, But Spreads Starting To Move Higher?
Published: Oct. 5, 2021, 8:05 a.m.Duration: 8 minutes 53 seconds
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Bidens in Trouble: The GOP Smells Blood
Published: Oct. 1, 2021, 8:19 a.m.Duration: 7 minutes 53 seconds
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US Default on 20th October?
Published: Sept. 27, 2021, 7:28 a.m.Duration: 11 minutes 41 seconds
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Bond Market Sell-off: Bank of England Triggers 10 bps+ Yield Spike
Published: Sept. 24, 2021, 8:20 a.m.Duration: 8 minutes 51 seconds
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Is Evergrande Contagious?
Published: Sept. 21, 2021, 7:59 a.m.Duration: 10 minutes 59 seconds
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Evergrande - Chinas Lehman Brothers?
Published: Sept. 17, 2021, 7:35 a.m.Duration: 11 minutes 30 seconds
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ECB Taper: a Head-Scratcher
Published: Sept. 14, 2021, 7:20 a.m.Duration: 10 minutes 37 seconds
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Income Inequality Driving Bond Yields Lower?
Published: Sept. 8, 2021, 10:28 a.m.Duration: 10 minutes 30 seconds
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Season 5, Episode 1: Three Things Driving the World of Bonds
Published: Sept. 6, 2021, 9:23 a.m.Duration: 12 minutes 26 seconds
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Duncan Weldons Muddling Through - the surprising story of Britains economy
Published: Aug. 23, 2021, 3:05 p.m.Duration: 39 minutes 30 seconds
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Moyeen Islam: the Bank of England & Quantitative Tightening
Published: Aug. 18, 2021, 4:09 p.m.Duration: 22 minutes 33 seconds
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Uncle Jims 2021 Summer Special
Published: Aug. 9, 2021, 6:06 p.m.Duration: 24 minutes 28 seconds
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US GDP Misses - but dont worry, its bullish!
Published: July 29, 2021, 1:14 p.m.Duration: 8 minutes 2 seconds
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Record low US Real Yields amid a China Crisis
Published: July 27, 2021, 8:56 a.m.Duration: 8 minutes 1 second
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Morgan Stanley Paper: Debt Sustainability is Key
Published: July 16, 2021, 8:03 a.m.Duration: 9 minutes 6 seconds
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US Inflation Higher Again - But Bond Markets Barely Move As Global Growth Fears Rise.
Published: July 13, 2021, 12:56 p.m.Duration: 7 minutes 41 seconds
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The ECB Raises the Inflation Target
Published: July 9, 2021, 8:37 a.m.Duration: 6 minutes 24 seconds
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Bonds Rally Again! More Buyers Than Sellers.
Published: July 7, 2021, 8:21 a.m.Duration: 8 minutes 36 seconds
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Where Credit Is Due by Gregory Smith. Africas Sovereign Debt and its Future.
Published: June 29, 2021, 10:31 a.m.Duration: 14 minutes 48 seconds
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Inflation Bottlenecks Ending?
Published: June 28, 2021, 7:43 a.m.Duration: 8 minutes 44 seconds
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The De-Re-Inflation Trade.
Published: June 22, 2021, 7:38 a.m.Duration: 9 minutes 19 seconds
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Fed Turns Hawkish. And is Australia Really A Huge Default Risk?
Published: June 17, 2021, 7:28 a.m.Duration: 8 minutes 37 seconds
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U.K. Inflation Joins the Party
Published: June 16, 2021, 7:12 a.m.Duration: 10 minutes 1 second
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10 Reasons Why Treasury Bonds Are Rallying
Published: June 12, 2021, 3:24 p.m.Duration: 13 minutes 15 seconds
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5% US Inflation - Highest for 13 Years.
Published: June 10, 2021, 1:29 p.m.Duration: 8 minutes 4 seconds
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Some Personal Gilt Market Historical Recollections
Published: June 7, 2021, 6:26 a.m.Duration: 16 minutes 26 seconds
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Taper! The Fed Announces Its Selling Its Corporate Bonds.
Published: June 3, 2021, 7:01 a.m.Duration: 8 minutes 53 seconds
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Ryan A. Bourne - Economics In One Virus
Published: May 28, 2021, 5:39 p.m.Duration: 20 minutes 37 seconds
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Demographics: is the future inflationary or deflationary?
Published: May 26, 2021, 7:31 a.m.Duration: 9 minutes 4 seconds
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The Eurovision Bond Contest
Published: May 24, 2021, 7:07 a.m.Duration: 7 minutes 54 seconds
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Diamond Hands & Laser Beam Eyes
Published: May 21, 2021, 7:21 a.m.Duration: 10 minutes 23 seconds
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China Still Loves US Treasury Bonds
Published: May 19, 2021, 7:44 a.m.Duration: 10 minutes 43 seconds
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Blowout US Inflation: +4.2%, Highest since 2008
Published: May 12, 2021, 2:54 p.m.Duration: 10 minutes 38 seconds
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Poor Employment Numbers - the GOP Blames Feckless Biden Stimulus
Published: May 10, 2021, 7:32 a.m.Duration: 9 minutes 45 seconds
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Season 4 of Uncle Jims World of Bonds
Published: May 7, 2021, 8 a.m.Duration: 13 minutes 2 seconds
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Spring Bond Market Roundup: the end of Season 3.
Published: April 6, 2021, 8:10 a.m.Duration: 15 minutes 5 seconds
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The Bank of England and a Coup dEtat
Published: March 29, 2021, 9:12 a.m.Duration: 6 minutes 35 seconds
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Are Inflation Linked Bonds Rubbish?
Published: March 25, 2021, 9:08 a.m.Duration: 8 minutes 5 seconds
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How Much Does QE Cost?
Published: March 23, 2021, 7:58 a.m.Duration: 11 minutes 45 seconds
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1978: the Feds Inflation Fighter
Published: March 19, 2021, 10:49 a.m.Duration: 10 minutes 21 seconds
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No Fed Hike till 2024
Published: March 18, 2021, 8:40 a.m.Duration: 8 minutes 8 seconds
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U.K. Trade Collapses. Et France A Besoin de Babies.
Published: March 12, 2021, 9:20 a.m.Duration: 6 minutes 53 seconds
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Growth vs Bonds: pick your winner
Published: March 9, 2021, 9:05 a.m.Duration: 10 minutes 2 seconds
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J-Pow Fails To End Bond Rout
Published: March 5, 2021, 7:06 a.m.Duration: 6 minutes 42 seconds
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Budget Day. And the Fed hints that its worried about the bond tantrum.
Published: March 3, 2021, 7:38 a.m.Duration: 8 minutes 50 seconds
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Bond Market Sell-Off, or a Blip?
Published: March 1, 2021, 7:40 a.m.Duration: 12 minutes 11 seconds
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Episode 100 - Did the Bond Bubble Just Burst?
Published: Feb. 26, 2021, 7:58 a.m.Duration: 11 minutes 50 seconds
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Bond Carnage Accelerates
Published: Feb. 22, 2021, 11:29 a.m.Duration: 8 minutes 38 seconds
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Bond Market Sell-off Escalates
Published: Feb. 17, 2021, 8 a.m.Duration: 7 minutes 21 seconds
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Worst U.K. GDP Since 1709
Published: Feb. 12, 2021, 8:50 a.m.Duration: 6 minutes 54 seconds
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2% US Treasury Yields!!! Briefly.
Published: Feb. 9, 2021, 9:18 a.m.Duration: 7 minutes 43 seconds
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Bank of England Special
Published: Feb. 5, 2021, 8:36 a.m.Duration: 8 minutes 58 seconds
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Enter the Draghi
Published: Feb. 4, 2021, 8:30 a.m.Duration: 7 minutes 31 seconds
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Hi Ho Silver! The Wizard of Oz Revisited.
Published: Feb. 1, 2021, 9:24 a.m.Duration: 7 minutes 1 second
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Bed of Nitroglycerin?
Published: Jan. 26, 2021, 8:39 a.m.Duration: 6 minutes 42 seconds
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Bonds: Pinned Between Dovish Central Banks and Expansionary Governments
Published: Jan. 25, 2021, 8:48 a.m.Duration: 6 minutes 47 seconds
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Yellen: The Musical. And inflation.
Published: Jan. 22, 2021, 10:04 a.m.Duration: 8 minutes
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What The Hobbit Teaches Us About Monetary Policy
Published: Jan. 18, 2021, 9:18 a.m.Duration: 7 minutes 25 seconds
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Bring on the Stimmy: Biden & Powell want growth. Also what on earth happened with Europcars CDS?
Published: Jan. 15, 2021, 9:09 a.m.Duration: 11 minutes 31 seconds
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2021 Starts With a US Treasury Bond Selloff
Published: Jan. 11, 2021, 8:54 a.m.Duration: 9 minutes 26 seconds
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Uncle Jims 2021 Bond Market Outlook
Published: Dec. 15, 2020, 11:44 a.m.Duration: 37 minutes 58 seconds
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Emerging Market Defaults: More On the Way? Not Necessarily.
Published: Dec. 8, 2020, 8:43 a.m.Duration: 11 minutes 57 seconds
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Sherman McCoy, The Bonfire of the Vanities, Gold & Giscard Bonds
Published: Dec. 4, 2020, 8:27 a.m.Duration: 7 minutes 37 seconds
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A Bad Day For US Treasuries
Published: Dec. 2, 2020, 7:51 a.m.Duration: 6 minutes 52 seconds
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The Maradona Theory of Monetary Policy, and the Man With Maradonas Shirt
Published: Nov. 30, 2020, 7:53 a.m.Duration: 10 minutes 2 seconds
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Yellen, Brainard & Shelton
Published: Nov. 25, 2020, 8:26 a.m.Duration: 8 minutes 39 seconds
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African Sovereign Debt: a Deep Dive with Gregory Smith
Published: Nov. 23, 2020, 5:03 p.m.Duration: 15 minutes 44 seconds
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Economic Long Covid
Published: Nov. 17, 2020, 8:43 a.m.Duration: 10 minutes 11 seconds
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Lena Dunhams Industry and that 4% US Treasury Trade...
Published: Nov. 13, 2020, 7:37 a.m.Duration: 8 minutes 43 seconds
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Puppies and Inflation
Published: Nov. 11, 2020, 11:01 a.m.Duration: 6 minutes 23 seconds
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Bicycle Economics
Published: Nov. 9, 2020, 8:32 a.m.Duration: 8 minutes 2 seconds
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Bonds stabilise after their US Election rally - but the US$ is falling
Published: Nov. 6, 2020, 8:33 a.m.Duration: 7 minutes 27 seconds
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US Presidential Election Too Close To Call: but No Blue Wave
Published: Nov. 4, 2020, 7:55 a.m.Duration: 6 minutes 10 seconds
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Europes Hamilton Moment, and Pikettys new film.
Published: Oct. 22, 2020, 7:49 a.m.Duration: 6 minutes 34 seconds
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Double Standards at the IMF?
Published: Oct. 19, 2020, 7:39 a.m.Duration: 8 minutes 58 seconds
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Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.
Published: Oct. 16, 2020, 7:54 a.m.Duration: 7 minutes 10 seconds
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Used Car Prices Up, but US inflation Weakens
Published: Oct. 14, 2020, 5:46 a.m.Duration: 7 minutes 51 seconds
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Fiscal Multipliers are POWERFUL at times like these
Published: Oct. 12, 2020, 7:28 a.m.Duration: 7 minutes 49 seconds
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Awful U.K. GDP, Technical Analysis for Beginners, & China.
Published: Oct. 9, 2020, 7:30 a.m.Duration: 4 minutes 56 seconds
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Defaults - Whats Priced In Now?
Published: Oct. 7, 2020, 7:23 a.m.Duration: 9 minutes 51 seconds
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Can Robots Predict Financial Crises?
Published: Oct. 5, 2020, 7:27 a.m.Duration: 6 minutes 10 seconds
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Lagarde, Reversal Rate Dynamics and Weak Eurozone Inflation Expectations
Published: Oct. 1, 2020, 6:43 a.m.Duration: 6 minutes 48 seconds
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Its the Economy, Stupid.
Published: Sept. 30, 2020, 6:58 a.m.Duration: 8 minutes 49 seconds
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Bonds vs Equities - whos winning in 2020?
Published: Sept. 28, 2020, 8:28 a.m.Duration: 5 minutes 45 seconds
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Joe Biden and the Bond Markets
Published: Sept. 24, 2020, 7:51 a.m.Duration: 10 minutes 18 seconds
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The Bank of England gets ready for Negative Rates.
Published: Sept. 18, 2020, 6:39 a.m.Duration: 7 minutes 18 seconds
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Japan Special: is Japanification Such a bad thing after all?
Published: Sept. 14, 2020, 7:59 a.m.Duration: 10 minutes 45 seconds
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David Graebers Debt: the First 5000 years. And explaining Sterlings collapse.
Published: Sept. 11, 2020, 7:23 a.m.Duration: 8 minutes 59 seconds
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The Feds New Flexible Average Inflation Targeting (FAIT) Framework
Published: Sept. 9, 2020, 7:29 a.m.Duration: 6 minutes 38 seconds
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The World of Bonds is back! So what happened in Augusts fixed income markets?
Published: Sept. 7, 2020, 7:35 a.m.Duration: 8 minutes 17 seconds
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Uncle Jim's Summer Bond Thoughts
Published: July 30, 2020, 7:19 a.m.Duration: 13 minutes 34 seconds
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Evidence That Cutting Rates Below Zero Is Counterproductive?
Published: July 22, 2020, 7:06 a.m.Duration: 6 minutes 46 seconds
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Are pandemics inflationary or deflationary?
Published: July 20, 2020, 6:40 a.m.Duration: 6 minutes 24 seconds
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The Deficit Myth by Stephanie Kelton: Part 2. The problems with the book.
Published: July 15, 2020, 8:11 a.m.Duration: 8 minutes 50 seconds
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The Deficit Myth by Stephanie Kelton: Part 1
Published: July 13, 2020, 7:47 a.m.Duration: 11 minutes 53 seconds
Listed in: Business
We Asked For a Green New Deal - We Got Half Priced Nandos (Monday to Wednesday Only).
Published: July 10, 2020, 6:54 a.m.Duration: 6 minutes 7 seconds
Listed in: Business
No Atheists in Foxholes as the Ayn Rand Institute takes a Federal Loan
Published: July 7, 2020, 7:20 a.m.Duration: 5 minutes 14 seconds
Listed in: Business
The New Taper Tantrum: the End of Furlough
Published: July 6, 2020, 6:49 a.m.Duration: 8 minutes 14 seconds
Listed in: Business
Gold, Nasdaq, gilts: the 2020 winners so far
Published: July 1, 2020, 7:17 a.m.Duration: 8 minutes 16 seconds
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Yield Curve Control & Currency Depreciation
Published: June 29, 2020, 8:40 a.m.Duration: 7 minutes 50 seconds
Listed in: Business
Is the Bank of England still independent? And explaining ESG outperformance.
Published: June 26, 2020, 9:09 a.m.Duration: 7 minutes 31 seconds
Listed in: Business
Angrynomics!!! Eric Lonergan & Mark Blyths great new book.
Published: June 23, 2020, 1:58 p.m.Duration: 13 minutes 36 seconds
Listed in: Business
The 2020 US Presidential Election: Bidens to Lose?
Published: June 22, 2020, 7:29 a.m.Duration: 8 minutes 12 seconds
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Gilt Market Special
Published: June 19, 2020, 8:15 a.m.Duration: 5 minutes 55 seconds
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The Spinal Tap Theory of Central Banking (One Louder). And is there an inflation spike?
Published: June 16, 2020, 8:40 a.m.Duration: 4 minutes 39 seconds
Listed in: Business
Robin Hood, Robin Hood riding to Hertzs rescue?
Published: June 15, 2020, 7:05 a.m.Duration: 7 minutes 2 seconds
Listed in: Business
The Looming Bank Collapse?
Published: June 12, 2020, 6:51 a.m.Duration: 7 minutes 19 seconds
Listed in: Business
Italys new GDP linked bond
Published: June 10, 2020, 7:08 a.m.Duration: 7 minutes 20 seconds
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2.5 Million New Jobs
Published: June 8, 2020, 6:51 a.m.Duration: 5 minutes 27 seconds
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Surprise! The ECB overdelivers.
Published: June 5, 2020, 7:43 a.m.Duration: 8 minutes 43 seconds
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Recessions are Racist
Published: June 2, 2020, 7:28 a.m.Duration: 7 minutes 33 seconds
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Brexit, the velocity of money, Christopher Nolans cheap 747, ESG.
Published: May 28, 2020, 8:04 a.m.Duration: 8 minutes 8 seconds
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Argentina & Hertz - defaults coming thick and fast
Published: May 26, 2020, 6:09 a.m.Duration: 6 minutes 25 seconds
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The Psychology of Negative Interest Rates
Published: May 22, 2020, 7:50 a.m.Duration: 8 minutes 21 seconds
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Negative rates, everywhere
Published: May 21, 2020, 7:27 a.m.Duration: 7 minutes 28 seconds
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Equity markets and Credit Ratings
Published: May 19, 2020, 6:41 a.m.Duration: 7 minutes 56 seconds
Listed in: Business
Debt Jubilees: Moral Hazard vs Fairness
Published: May 15, 2020, 6:08 a.m.Duration: 6 minutes 40 seconds
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Deflation in the USA. Its here.
Published: May 13, 2020, 7:26 a.m.Duration: 6 minutes 25 seconds
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Negative US interest rates? Thats what the market thinks.
Published: May 11, 2020, 7:03 a.m.Duration: 7 minutes 12 seconds
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Reinhart & Rogoff Revisited
Published: May 7, 2020, 7:16 a.m.Duration: 9 minutes 29 seconds
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Why high government bond issuance doesnt mean higher government bond yields
Published: May 5, 2020, 7:33 a.m.Duration: 5 minutes 45 seconds
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The Winners Curse - do you want to win a bond auction?
Published: May 4, 2020, 10:10 a.m.Duration: 8 minutes 58 seconds
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Is Trump going to default on Chinas US Treasury holdings?
Published: May 1, 2020, 7:24 a.m.Duration: 5 minutes 34 seconds
Listed in: Business
Animal Crossing, zero interest rates, turnips.
Published: April 29, 2020, 9:06 a.m.Duration: 4 minutes 50 seconds
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Defaults & Zombies
Published: April 28, 2020, 7:48 a.m.Duration: 7 minutes 11 seconds
Listed in: Business
Italy on the credit rating knife-edge. Are the rating agencies too powerful at a time like this?
Published: April 27, 2020, 7:29 a.m.Duration: 7 minutes 34 seconds
Listed in: Business
Are Central Banks and Governments simply going to cancel outstanding public debt?
Published: April 23, 2020, 7:47 a.m.Duration: 5 minutes 55 seconds
Listed in: Business
Emerging Markets: currencies down, bonds down.
Published: April 22, 2020, 7:17 a.m.Duration: 5 minutes 6 seconds
Listed in: Business
Debt monetisation: is New Zealand going to make another world first?
Published: April 21, 2020, 7:07 a.m.Duration: 6 minutes 6 seconds
Listed in: Business
Falling oil, first defaults, and orphaned Emerging Market debt
Published: April 20, 2020, 7:01 a.m.Duration: 5 minutes 39 seconds
Listed in: Business
Extend and Pretend: here come the bank waivers
Published: April 17, 2020, 7:44 a.m.Duration: 6 minutes 47 seconds
Listed in: Business
The Fed buys junk
Published: April 14, 2020, 7:14 a.m.Duration: 7 minutes 10 seconds
Listed in: Business
Did...the Bank of England just announce helicopter money?
Published: April 9, 2020, 7:49 a.m.Duration: 4 minutes 15 seconds
Listed in: Business
The flat Phillips Curve: no inflation in good times, no deflation in bad times?
Published: April 8, 2020, 9 a.m.Duration: 6 minutes 33 seconds
Listed in: Business
World War 2 and the Feds Yield Curve Control
Published: April 7, 2020, 8:36 a.m.Duration: 6 minutes 28 seconds
Listed in: Business
No Coronabonds - but the next best thing? And a look at rising UK inflation expectations.
Published: April 6, 2020, 6:46 a.m.Duration: 5 minutes 1 second
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Follow the flows
Published: April 3, 2020, 8:25 a.m.Duration: 4 minutes 49 seconds
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The Black Death and bond markets
Published: April 2, 2020, 7:10 a.m.Duration: 6 minutes 2 seconds
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How did we go bankrupt? Gradually, then suddenly.
Published: April 1, 2020, 8:12 a.m.Duration: 5 minutes 56 seconds
Listed in: Business
Are we all going bust?
Published: March 31, 2020, 8:23 a.m.Duration: 7 minutes 30 seconds
Listed in: Business
Not now, credit rating agencies!
Published: March 30, 2020, 7:23 a.m.Duration: 6 minutes 3 seconds
Listed in: Business
Fallen Angels
Published: March 27, 2020, 9:58 a.m.Duration: 4 minutes 30 seconds
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Coronabonds: is Europe ready for jointly guaranteed debt yet?
Published: March 26, 2020, 9:48 a.m.Duration: 5 minutes 2 seconds
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Thems the breaks.
Published: March 25, 2020, 8:18 a.m.Duration: 5 minutes 53 seconds
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More defaults than the Great Depression?
Published: March 24, 2020, 9:45 a.m.Duration: 3 minutes 42 seconds
Listed in: Business
Uncle Jims World of Bonds (Trailer)
Published: March 23, 2020, 9:45 a.m.Duration: 59 seconds
Listed in: Business