Melhores podcasts sobre Uncle Bo (2024)

The BoJ is expected to hike for the first time since 2007 later this week. And the Fed might signal a higher r* via the ‘dot plot’ at this week’s FOMC.

1
Why Is The Last Mile The Hardest Mile? 10:07

Play Pause

2M ago10:07

10:07

And in credit-land, the NIP (New Issue Premium) has turned negative!

1
The ‘Right Tail Risk’ Is Fading 10:59

2M ago10:59

10:59

The latest US jobs numbers reinforced the market’s view that the economy is resilient, but not re-accelerating.

1
No Rabbits Left 🐇 For The UK 12:25

3M ago12:25

12:25

What does the Budget mean for gilts? And how does ‘tipflation’ get measured in the CPI?

1
No Sign of Inflation Re-Accelerating In the PCE Deflator Data 11:14

3M ago11:14

11:14

And a load of economic ephemera to keep you entertained. Includes a disconnect in the textbooks as to the causes of the Great Depression.

1
Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike 8:56

3M ago8:56

8:56

And the cost of getting your kids driving a car. A drag on economic growth?

1
Do NVIDIA’s Results Mean That r* Needs To Rise? 9:18

3M ago9:18

9:18

The AI boom could raise the world’s cost of capital.

1
Fiscal Rules: Do Bond Investors Care? 18:06

3M ago18:06

18:06

And some economics related pop and rock songs. More needed please!

1
‘Rishession’ For the UK 🇬🇧 10:26

3M ago10:26

10:26

And the Nikkei approaches its 1989 all time time, having fallen by 81% in the meantime.

1
Government Bonds Start 2024 With A Bit Of A Kicking 9:20

3M ago9:20

9:20

And more motorway related urban myths.

1
Is The Game Up For J-Pow As Trump Attacks? 7:33

4M ago7:33

7:33

And US employment is still on 🔥.

1
Letter From America: the US Economic Outlook Live From Manhattan 15:05

4M ago15:05

15:05

What’s the best New York song by the way? The LCD Soundsystem one? Velvet Underground’s Waiting For My Man? Fairytale of NY? Empire State of Mind? Don’t say Frank Sinatra.

1
How Italy 🇮🇹 Is Financing Its Budget Deficit: Grandma and Grandpa 12:05

4M ago12:05

12:05

Also: a shock for the UK economy with a collapse in retail sales.

1
Why Do Americans Feel So Lousy About The US Economy? 10:05

4M ago10:05

10:05

Growth is strong, inflation is back towards target, jobs are plentiful.

1
Un-Inversion. Upward Sloping Yield Curves Are Back! 9:51

4M ago9:51

9:51

Lowest 2 year yields since May 2023, despite a stronger than expected CPI print.

1
Credit Starts 2024 on the Back Foot 12:22

4M ago12:22

12:22

Huge supply wave in January.

1
Season 12 of Uncle Jim’s World of Bonds 12:37

5M ago12:37

12:37

Election year - definitely. Soft landing year - maybe.

1
2024 Fixed Income Outlook: The Uncle Jim’s World of Bonds Special 38:59

5M ago38:59

38:59

Man I go on a bit. The stuff about The Pogues is at 38 minutes if you can’t face the rest.

1
The End of Season 11 of Uncle Jim’s World of Bonds 9:24

6M ago9:24

9:24

In which Uncle Jim talks you through his brother-in-law’s Spotify Unwrapped.

1
Alistair Darling, Moral Hazard and Northern Rock 10:35

6M ago10:35

10:35

And Eurozone inflation falls by more than expected.

1
Charlie Munger RIP. And Fed’s Waller Triggers a Bond Rally 11:55

6M ago11:55

11:55

Also Noah Smith on productivity

1
The UK’s Autumn Statement - Whoops We Did It Again? 13:36

6M ago13:36

13:36

Gilts underperformed significantly last week on higher borrowing expectations. Don’t worry though - it wasn’t as bad as the Trussonomics sell-off.

1
The Turning Point? Inflation Falls, Bonds Rally, the Dollar Tanks. 11:33

6M ago11:33

11:33

US CPI for a October came in flat, leading to a big move lower in global bond yields.

1
US Credit Rating At Risk. UK Growth Stagnates. 10:13

6M ago10:13

10:13

We also have Moody’s looking at Italy’s credit rating this week, with the risk of a downgrade to junk.

1
Kilkenomics: Oh My God - It’s Kilkenny! 9:32

7M ago9:32

9:32

Also today - why you shouldn’t necessarily believe in really old people.

1
Trump Trades 2024 13:43

7M ago13:43

13:43

What would you do with your portfolio if you knew Trump was going to be next US President?

1
UJWOB Credit Special Part 2: Banks - The Dave Covey Interview 31:53

7M ago31:53

31:53

Banking analyst Dave Covey talks CS AT1s, BoA’s US Treasury bond holdings, CRE lending and so much more.

1
The 4.99% US Treasury Yield and the Power of Convexity. 11:40

7M ago11:40

11:40

Also: ‘Kilts’ and Central Bank Stories.

1
UJWOB Credit Special: Part 1 29:34

7M ago29:34

29:34

A deep(ish) dive into the corporate bond market.

1
US Service Sector Inflation Kills The Bond Market Rally 12:05

7M ago12:05

12:05

And Claudia Goldin wins the Economics Nobel Prize.

1
US Employment, Flight-to-Quality On Middle East Fears, Italy. 12:25

8M ago12:25

12:25

And a belated look at Arslanalp & Eichengreen’s paper on government debt levels. TL;DR - tough to get them down from here given the growth outlook.

1
101 Reasons For The Great Bond Sell-Off 11:24

8M ago11:24

11:24

And why Rishi Sunak faces a tricky election timing call given inflation base effects.

1
A Summary Of Recent Bond & Currency Moves 11:19

8M ago11:19

11:19

And Judy Stephenson’s letter to the FT about making sure you use the right inflation numbers when looking at historical building costs.

1
Are the Monetarists Back? 11:10

8M ago11:10

11:10

If they are, it could mean lower rates, not higher rates…

1
What Happened to The Pandemic Savings? Pretty Much All Gone I’m Afraid. 10:05

8M ago10:05

10:05

Bonds can’t catch a break though. Highest UST yields since 2007.

1
A Wall of Worry For Bonds 12:34

8M ago12:34

12:34

Also: NFTs, AI, Auto Workers’ Strike.

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