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PODCAST

FICC Focus

Bloomberg Intelligence

FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.

business investing

All Episodes

107:30

Anchorage’s McGrath Breaks Down LMEs: State of...

FICC Focus ·

2025/03/05

“Even if we hear rumblings that NDAs are out there with third parties and private lenders are looking at assets,... we’re still in a position where — why wouldn’t they come back to us — because we have more to give,” said Patrick McGrath, partner at Anchorage Capital. “If I’ve invested in a structure and I have a group, I can give them more time. That’s valuable. I can address interest rates. I can probably provide the money a little bit cheaper and I can give them certainty as opposed to them

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31:31

Artisan’s Cirami Dusts Off the EM Cold War Playbook:...

FICC Focus ·

2025/03/04

It’s back to the future in emerging-market debt, and creditors should look to the Cold War when analyzing geopolitical risk in global fixed-income portfolios. Michael Cirami, Managing Director at Artisan Partners and a portfolio manager for EMsights Capital Group, joins Bloomberg Intelligence Chief Emerging Markets Credit Strategist Damian Sassower to discuss his company’s approach to investing across the emerging and frontier debt markets. Cirami and Sassower assess the potential for alpha

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24:40

Dollar at Crossroads as Tariffs, Growth Path Evolve:...

FICC Focus ·

2025/03/01

The weakening path recently observed through US survey evidence has yet to be confirmed by a sustained turn in the core economic news flow, but if confirmed, this could entertain a more bearish dollar outlook than envisaged at the start of the year. In this episode of FX Moment, Bloomberg Intelligence’s chief G-10 FX strategist Audrey Childe-Freeman and Valentin Petrescou, senior portfolio manager at Lombard Odier Investment Managers, discuss the US dollar outlook amid an ever-evolving tariff

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54:15

Delos’ Lefkovits on Private Credit, Default Trend:...

FICC Focus ·

2025/02/28

Hybrid capital solutions may aid small and medium enterprise companies confronting balance-sheet challenges amid persistently high borrowing costs. Ari Lefkovits, managing partner at Delos Capital, joins Bloomberg Intelligence’s credit strategists Noel Hebert and Sam Geier on this episode of the Credit Crunch podcast to discuss trends in private credit markets, and Delos’ advisory and principal investment approach. The conversation digs into the adoption of co-op agreements between lenders,

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37:43

CRE Sentiment and Risks with CREFC’s...

FICC Focus ·

2025/02/27

A spate of economic and political headlines has traders working harder than usual to assess US indicators for clues on interest rates and property markets. In this episode of the Bloomberg Intelligence Macro Matters Podcast, Lisa Pendergast, president and CEO of CREFC, joins host and BI chief US rates strategist Ira Jersey, senior REIT analyst Jeffrey Langbaum and senior US and Canada rates strategy associate Will Hoffman to discuss all things commercial real estate. They discuss changes in

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22:34

Gemcorp CEO Delivers Masterclass in EM Private...

FICC Focus ·

2025/02/24

Atanas Bostandjiev, founder & CEO of Gemcorp Capital Management, joins BI chief emerging markets fixed-income strategist Damian Sassower to discuss his firm’s approach to engineering performance and mitigating risk in emerging and frontier markets. Securitization expertise is critical when extending private credit to local operators across emerging markets, with heavy focus on principal protection and repayment. Bostandjiev and Sassower examine loan structuring, deal flow, exit strategies and

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18:13

VIX, Rates Vol, Gold With Susquehanna: All Options...

FICC Focus ·

2025/02/21

There has been a lot of information for the market to digest so far this year and rates volatility has drifted lower with the Fed on hold for now, while elevated US economic policy uncertainty has helped support VIX. In this edition of the All Options Considered podcast, BI’s Chief Global Derivatives Strategist Tanvir Sandhuis joined byChris Murphy, Co-Head Derivative Strategy atSusquehanna, to discuss cross-asset volatility and flows.

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61:16

Catastrophe Bonds & Extreme Events With Man AHL:...

FICC Focus ·

2025/02/18

Catastrophe bonds offer issuers additional capacity for underwriting risk, while providing investors with a stream of uncorrelated returns. Bloomberg Intelligence analysts Noel Hebert and Sam Geier are joined by Tarek Abou Zeid and Andre Rzym, partners and portfolio managers at Man AHL to discuss the growth and adoption of cat bonds. The discussion gets into real-world examples, from Hurricanes Andrew and Milton, to the 2006 FIFA World Cup. They also talk about primary vs. secondary markets, payout

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45:48

Sustainability Makes SMAs Tick: Masters of the Muniverse

FICC Focus ·

2025/02/14

Despite economic data once again signaling inflation is on the rise, the future of rate cuts becoming uncertain and an evolving fiscal-policy landscape, there’s much to be optimistic about within the muni market. On this month’s Masters of the Muniverse podcast, hosts and Bloomberg Intelligence analysts Eric Kazatsky and Karen Altamirano talk to Tim Coffin, Director of Sustainability at Breckinridge Capital Advisors. We discuss the rise in separately managed accounts and how the demand for

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32:46

Dissecting Fixed Income With Wellington’s Khurana:...

FICC Focus ·

2025/02/13

If the economy evolves a certain way, the Federal Reserve isn’t far from cutting rates more than the market thinks, says Wellington Management Portfolio Manager Brij Khurana. Khurana joins host and Bloomberg Intelligence Chief US Interest-Rate Strategist Ira Jersey and senior Canada and US rate strategy associate Will Hoffman to discuss the current dynamics and trends across fixed-income markets. The trio examines the shifts in the US inflation outlook and subsequent market pricing for Fed policy

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113:02

Derrough on Restructuring’s 3D Chess: State of...

FICC Focus ·

2025/02/08

In his 35 years on Wall Street, Moelis’ Global Co-Head of Capital Structure Advisory Bill Derrough hasn’t seen a rescue-financing environment as robust as today, “where we [can] run so many parallel processes at the same time.” As one of the key bankers behind Hertz’s successful bankruptcy auction and American Airlines’ game-changing Chapter 11 exit merger, Bill shares with Bloomberg Intelligence’s Noel Hebert and Phil Brendel some “war stories” and his insights on trends in liability-management

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33:40

High Yield 1Q Investor Survey, Europe vs. US Views:...

FICC Focus ·

2025/02/07

High yield credit had a strong 2024 as yields rallied and spreads followed, while defaults didn’t blow up as feared. In Europe, the index default rate stands at a low 2.5% and the US at 1.1%, while the share of stressed and distressed bonds drastically came down. Will 1Q sustain those gains, and why? Mahesh Bhimalingam, Bloomberg Intelligence’s chief European credit strategist, discusses the results of the team’s 1Q25 High Yield Survey, along with the market outlook, with Marco Salcoacci, senior

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21:02

Tariff Mercy Helps Sterling, but Cyclical Pain Stays:...

FICC Focus ·

2025/02/05

The pound may be getting a bounce from the optimism that the UK could dodge President Donald Trump’s tariffs as trade headlines roil global markets, but not all is rosy for the British currency on the domestic cyclical front. In this episode of FX Moment, Bloomberg Intelligence’s chief G-10 FX strategist Audrey Childe-Freeman and Jordan Rochester, head of FICC strategy for EMEA at Mizuho Bank, discuss the pound’s position vs. peers on the tariff narrative front, UK’s near-term economic prospects and

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41:15

Global Central Bank Review and Geopolitical Risks:...

FICC Focus ·

2025/01/30

Markets may be having to assess more than the normal number of cross currents in the economy right now, with a new US administration, stock volatility and a host of geopolitical developments. On this episode of the Bloomberg Intelligence Macro Matters podcast, host and BI chief US rates strategist Ira Jersey is joined by Frank Rose, president of Chevalier Strategic Advisors, to discuss the primary geopolitical risks the US faces in coming years. They also review key appointees from the Trump

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57:47

Arini’s Lemssouguer on Dislocated European Credit:...

FICC Focus ·

2025/01/27

European credit markets have gone through a significant shift in market dynamics over the past five years, as low-interest-rate debt is coming due and traditional sources of financing retreat. Bloomberg Intelligence analysts Noel Hebert and Sam Geier are joined by Arini Capital Management CIO and Founder Hamza Lemssouguer on this episode of Credit Crunch to discuss how Arini is capitalizing on structural inefficiencies in high yield credit markets. The conversation gets into the founding of the firm

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15:34

Crypto, Multi-Asset Volatility With CBOE: All Options...

FICC Focus ·

2025/01/24

It may be a good year for the volatility market as pro-business government policies and elevated equity exposure that drive market overshoots could see high reactivity on the downside. In this edition of the All Options Considered podcast, BI’s Chief Global Derivatives Strategist Tanvir Sandhu gives an update on market volatility and is joined by Catherine Clay, Global Head of Derivatives at Cboe. They discuss cross-asset volatility, flows and crypto options market.

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61:01

Benefit Street’s Byrne on Multifamily CRE Appeal:...

FICC Focus ·

2025/01/21

As others head for the exit from the commercial real estate (CRE) sector, Benefit Street Partners President Richard Byrne views this as the perfect time to fill the funding void that could arise. Byrne joins hosts Noel Hebert and Sam Geier of Bloomberg Intelligence on Credit Crunch to discuss the budding opportunity in CRE as a result of higher interest rates. The discussion gets into CRE debt vs equity, an impending CRE maturity wall, the multifamily sweet spot, relative value within direct lending

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44:49

Muni Road Ahead Looks Bright: Masters of the Muniverse

FICC Focus ·

2025/01/17

With expectations for future tax cuts softening and muni yields levels remaining attractive, greater buying opportunities may be on the horizon in munis. In this episode of Bloomberg Intelligence’s Masters of the Muniverse podcast, hosts Eric Kazatsky and Karen Altamirano are joined by Mark Paris, chief investment officer and head of Municipals at Invesco. They discuss why the outlook on muniland looks bright, and why muni issuers are well positioned to manage future policy shifts.

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23:40

Debts, Deficits and Bonds With Schwab’s Jones: Macro...

FICC Focus ·

2025/01/16

The two standout risks with the new US administration are tariffs and immigration policy, Kathy Jones, chief fixed-income strategist at Charles Schwab, says in the latest episode of Bloomberg Intelligence’s Macro Matters podcast. Jones is joined by host and BI chief US rates strategist Ira Jersey to discuss the outlook for Treasury markets and the economy. The pair discuss the recent drivers of yields across the curve, as well as inflation and potential fiscal risks to growth as the new

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47:44

Leveraged Loan, CLO Outlook 2025, US vs. Europe:...

FICC Focus ·

2025/01/15

CLOs are driving loan supply and in this Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence Chief European Credit Strategist and Desmond English, Head of European Leveraged Loans at Amundi, reflect on how both the US and European leveraged loan markets fared last year and the outlook for loans in 2025.They discuss BI's leveraged loan outlook publication covering loan pricing, returns, supply and relative value vs. high yield bonds as well as loan growth relative to the bond

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478 results

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