French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.

Episodes

The LAST Ever UJWOB
9 Jul· Uncle Jim’s World of Bonds
Love from Jim x
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The End Of Season 13 Of UJWOB
28 Jun· Uncle Jim’s World of Bonds
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
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Household Debt v Government Debt - It’s Different
27 Jun· Uncle Jim’s World of Bonds
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
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‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
21 Jun· Uncle Jim’s World of Bonds
And a look at Noah Smith’s views on ‘elite overproduction’.
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UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
19 Jun· Uncle Jim’s World of Bonds
The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.
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European Credit Spreads Widen On France Fears
17 Jun· Uncle Jim’s World of Bonds
And China leaves rates on hold, despite weak house price news.
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Zero Inflation in May, Bond Rally Underway
14 Jun· Uncle Jim’s World of Bonds
But French assets are really struggling, and credit is starting to weaken.
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French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
12 Jun· Uncle Jim’s World of Bonds
Also: a smorgasbord of other bond market ephemera.
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What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
10 Jun· Uncle Jim’s World of Bonds
US rate cut now not fully priced until December.
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EU Bonds Going Into Global Indices
31 May· Uncle Jim’s World of Bonds
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
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Who’s Best For The Economy - Labour or Conservatives?
28 May· Uncle Jim’s World of Bonds
Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.
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Bank Of England To Skip A June Rate Cut
24 May· Uncle Jim’s World of Bonds
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
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Doctor Copper Makes A Record High
20 May· Uncle Jim’s World of Bonds
Does that mean global growth is reaccelerating?
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Equity Yields Are Way Below Credit Yields. Does That Make Sense?
15 May· Uncle Jim’s World of Bonds
And Biden puts 100% tariffs on Chinese EVs.
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US Economic Surprises Rolling Over?
13 May· Uncle Jim’s World of Bonds
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
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Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
8 May· Uncle Jim’s World of Bonds
Also: Swedish rate cut, and no more excess savings left in America.
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US Employment Weakens, Bonds Rally
3 May· Uncle Jim’s World of Bonds
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
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Why Economics Needs To Be Sexier
1 May· Uncle Jim’s World of Bonds
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
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Gold vs Real Yields
29 Apr· Uncle Jim’s World of Bonds
Also: yen intervention at last? And US immigration at 3 million per year.
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US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
26 Apr· Uncle Jim’s World of Bonds
And Japanese inflation goes the other way, with a downside shock.
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Episodes

The LAST Ever UJWOB

The End Of Season 13 Of UJWOB

Household Debt v Government Debt - It’s Different

‘Finely Balanced’ - No BoE Cut, But It’s On The Way.

UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.

European Credit Spreads Widen On France Fears

Zero Inflation in May, Bond Rally Underway

What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.

EU Bonds Going Into Global Indices

Who’s Best For The Economy - Labour or Conservatives?

Bank Of England To Skip A June Rate Cut

Doctor Copper Makes A Record High

Equity Yields Are Way Below Credit Yields. Does That Make Sense?

US Economic Surprises Rolling Over?

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

US Employment Weakens, Bonds Rally

Why Economics Needs To Be Sexier

Gold vs Real Yields

US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.