Uncle Jim’s World of Bonds

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

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

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.

The Tortured Bond Investors Department

UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts

India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance

Anniversaries Galore! And Has The Fed Changed Its Reaction Function?

Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.

Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.

The End Of Negative Interest Rates in Japan 🇯🇵

Why Is The Last Mile The Hardest Mile?

The ‘Right Tail Risk’ Is Fading

No Rabbits Left 🐇 For The UK

No Sign of Inflation Re-Accelerating In the PCE Deflator Data

Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike

Do NVIDIA’s Results Mean That r* Needs To Rise?

Fiscal Rules: Do Bond Investors Care?

‘Rishession’ For the UK 🇬🇧

Government Bonds Start 2024 With A Bit Of A Kicking

Is The Game Up For J-Pow As Trump Attacks?

Letter From America: the US Economic Outlook Live From Manhattan

How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa

Why Do Americans Feel So Lousy About The US Economy?

Un-Inversion. Upward Sloping Yield Curves Are Back!

Credit Starts 2024 on the Back Foot

Season 12 of Uncle Jim’s World of Bonds

2024 Fixed Income Outlook: The Uncle Jim’s World of Bonds Special

The End of Season 11 of Uncle Jim’s World of Bonds

Alistair Darling, Moral Hazard and Northern Rock

Charlie Munger RIP. And Fed’s Waller Triggers a Bond Rally

The UK’s Autumn Statement - Whoops We Did It Again?

The Turning Point? Inflation Falls, Bonds Rally, the Dollar Tanks.

US Credit Rating At Risk. UK Growth Stagnates.