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M&G Bond Vigilantes

@bondvigilantes

Explaining the inverse relationship between bond prices and their yields since 2007-ish. Brought to you by Jim Leaviss, who is also on Bluesky dealing with goth music and such-like. @jimleaviss M&G Investments, London.

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24.10.2023
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Latest posts by M&G Bond Vigilantes @bondvigilantes

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The peculiar relationship between Oasis and periods of extreme market volatility News on Tuesday 27th August took the music industry by storm: Oasis are doing a reunion tour. I’m happy (if not a little bit nervous in social circles) to

OMG did I do it? Commissioned the first cynical Oasis/Bond Market-linked piece out there? I think I did!
bondvigilantes.com/blog/2024/09...

02.09.2024 15:06 πŸ‘ 7 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

I've been remiss about posting on this feed, especially as Bluesky is kicking on at the moment. So to start I will throw some of our recent blog posts up here... This one from Richard Woolnough & Carlo Putti.
bondvigilantes.com/blog/2024/08...

30.08.2024 10:28 πŸ‘ 3 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Loving the β€˜revenue’ and β€˜expenses’ lines of this Think Tank’s accounts.

31.01.2024 14:35 πŸ‘ 23 πŸ” 5 πŸ’¬ 1 πŸ“Œ 0

Ooh I like this blog, he's even name-checked The Smiths and the Velvet Underground - a bit sucky-uppy, but I'll allow it.
bondvigilantes.com/blog/2024/01...

11.01.2024 17:49 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Room for one more teeny tiny 2024 'year ahead' outlook piece you say? It's Uncle Jim's World of Bonds! He's gone to the wire, hitting the 'We need your Outlook now or else" deadline by minutes. Only the Fed's John Williams can ruin the bond market's Christmas now.
podcasts.apple.com/gb/podcast/u...

15.12.2023 15:13 πŸ‘ 1 πŸ” 3 πŸ’¬ 0 πŸ“Œ 0

Room for one more teeny tiny 2024 'year ahead' outlook piece you say? It's Uncle Jim's World of Bonds! He's gone to the wire, hitting the 'We need your Outlook now or else" deadline by minutes. Only the Fed's John Williams can ruin the bond market's Christmas now.
podcasts.apple.com/gb/podcast/u...

15.12.2023 15:13 πŸ‘ 1 πŸ” 3 πŸ’¬ 0 πŸ“Œ 0

Here's a recent blog from Adrian Cighi on our financial credit analysis team on UBS and AT1s...

bondvigilantes.com/blog/2023/11...

11.12.2023 15:50 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Save it for the judge.

11.12.2023 15:18 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

And I do follow him.

11.12.2023 15:17 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Snitches get stitches.

11.12.2023 15:16 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Anyway, we haven't had the Twelve Days of Christmas inflation basket yet, so count your blessings.

11.12.2023 15:14 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

No - CROSS CURRENCY indexed earnings...

11.12.2023 15:13 πŸ‘ 1 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0

Right, time to start posting more stuff on here. Maybe I should inflict my podcast on you? #VogonPoetry

podcasts.apple.com/gb/podcast/t...

11.12.2023 15:12 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

bondvigilantes.com/bv-comic/

11.12.2023 15:03 πŸ‘ 4 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

and thanks Tony for sorting out the secret codes.

24.10.2023 18:08 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

No-one had even heard of bonds in those days - in fact the FT had to explain the yield/price relationship to its readers, so unknown was the 'bond'.

24.10.2023 18:08 πŸ‘ 3 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0