Uncle Jim’s World of Bonds

Uncle Jim’s World of Bonds

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The LAST Ever UJWOB

Love from Jim x 

The End Of Season 13 Of UJWOB

A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight. 

Household Debt v Government Debt - It’s Different

And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday. 

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

And a look at Noah Smith’s views on ‘elite overproduction’. 

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

The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.