Three central banks, three policy actions. Oooh, and SUPERCONDUCTOR HOPE!

The End of Season 10 of UJWOB

Fed, ECB and BOJ. Central bankers are spoiling us.

Geek Week For Central Bank Watchers

Finally the Bank of England Catches a Break. Better UK Inflation Numbers. 

But bad news from the Chinese economy as GDP disappoints.

The Turning Point in the Battle Against Inflation? June’s CPI Cheers Bonds. 

The UK banking system is in a solid place. But look out for risks in pension funds, insurers and hedge funds around US Treasury bond exposures.

Bank of England’s Financial Stability Report: Not As Bad As 2007?

Rocketing ADP employment data sends markets lower.

New Weakness In Bond Markets. Monetary Policy Doesn’t Seem To Be Working. 

Thames Water is making the headlines as its CEO quits. Water bond prices fall.

Don’t Fight The Fed. And UK Water Bonds In The Spotlight. 

Harry Markowitz

The ruble weakens - but what actually happened this weekend? No answers here I’m afraid.

The Russian Coup, Credit, and Harry Markowitz. 

UK Inflation - Another Shocker. And China’s 2023 Growth Outlook Downgraded. 

Fed ‘skips’. Or is it a ‘pause’?

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.

Strong labour market data lead to rising Bank of England expectations.

Gilt Yields Spike To Above Trussonomics Levels

And the first signs of weakness in the US jobs market?

Surprise Rate Hikes From Australia 🇦🇺 and Canada 🇨🇦 

Napoleon & the 1814 Gilt Market Scam

And lots of disinflationary signs from the global markets and stats…

The 2023 Deutsche Bank Default Study 

A horrible week for UK gilts after another poor inflation print.

Is the ‘Moron Risk Premium’ Back For The UK? 🇬🇧 

Will UK inflation finally head below 10%? Also today we look at US M2 money supply and the expected T-Bill tsunami.

 Big Week For The US Debt Ceiling Crisis, and a Big Week For The Bank Of England Too. 

This week it’s China. Also some EM updates.

The Economist ‘Front Cover Curse’ Revisited

Countdown to the 1st June Debt Ceiling deadline continues…

The 14th Amendment: A Constitutional Crisis in the Making?

Hiking In A Banking Crisis - Not Sure How Kind History Will Be On the Fed & ECB

Also: the Debt Ceiling and US sovereign CDS.

First Republic Bank Is Gone: The US’s Second Biggest Bank Failure in History

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. <br><br>For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.

Uncle Jim’s World of Bonds

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