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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

84:24

JFW’s Jon Weber on Post-Reorg Boards: State of...

FICC Focus ·

2024/10/04

“LMEs buy time for the sponsor, but I’m increasingly seeing that that’s all it really does.” Jon Weber, founder of JFW & Co., doesn’t mince words regarding the effectiveness of the popular restructuring strategy. Liability management exercises leave executives with a “sword of Damocles” over their heads, failing to really fix anything and with an aftermath that remains a management distraction, Weber told Bloomberg Intelligence’s Phil Brendel, in October’s feature interview for the State of

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25:56

State of US Systemic Risks with DiMartino Booth

FICC Focus ·

2024/10/03

In the beige book, you see all 12 districts reporting declining spending in some way shape or form, and that’s unheard of: There is no such thing, and I think that is what got the attention of the Federal Reserve, says Danielle DiMartino Booth, CEO and chief strategist for QI Research. In this edition of the Macro Matters podcast, Booth joins host and Bloomberg Intelligence chief North American rates strategist Ira Jersey to discuss changes to the microstructure of the US Treasury market, as well as

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17:55

China Stimulus No FX Game Changer After Cyclical...

FICC Focus ·

2024/10/01

China's recent monetary and fiscal stimulus announcements may bring near-term cyclical relief and add to the bullish case for yuan-proxy currencies like the Australian dollar and may help to contain euro downside amid underwhelming domestic news flow. Yet a longer-term, structural boost is debatable. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX Strategist, talks to Dr Win Thin, Brown Brothers Harriman's global head of market strategy, about how the recent measures from China

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51:52

FS Investments’ Beckman on Opportunistic Credit:...

FICC Focus ·

2024/09/27

The corporate credit landscape could face uncertain times ahead, with upcoming elections, policy shifts and global conflicts. Andrew Beckman, Head of Global Credit at FS Investments, joins Credit Crunch’s Noel Hebert and Sam Geier to discuss the firm’s approach to investing across public and private markets. The conversation delves into current risk-reward levels, the credit-quality sweet spot, leveraging the broader FS infrastructure, creditor-on-creditor violence and more. Credit Crunch is part of

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1:42

Tiger Money (Sponsored Content)

FICC Focus ·

2024/09/26

Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.

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17:34

Rate Volatility and Central Banks: All Options...

FICC Focus ·

2024/09/25

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Dan Hanson, Chief UK Economist at Bloomberg Economics. They discuss the BOE, economic outlook and market volatility.

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20:44

Vontobel’s Jackson on Outlook for Global Fixed...

FICC Focus ·

2024/09/24

Andrew Jackson, head of fixed income at Vontobel Asset Management, joins BI chief emerging market fixed income strategist Damian Sassower, to discuss portfolio positioning and market expectations after the US Federal Reserve’s larger-than-expected interest rate cut. Despite the rise in volatility, investor sentiment toward emerging-market debt remains positive, yet tail risk remains elevated as 4Q approaches. Jackson and Sassower touch on issues ranging from new issuance and secondary-market

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95:00

SVP’s Woltery on Opportunity in Europe: State of...

FICC Focus ·

2024/09/20

SVP operates as “one big virtual global office” built on three functional “pillars” — sourcing, dealmaking and its operating partners — according to HJ Woltery, the firm’s co-head of the European investment team. Bloomberg Intelligence’s Noel Hebert and Phil Brendel had an in-depth feature interview with Woltery on European distressed debt. They delved into SVP’s investment approach and how the restructuring landscape varies from the US and among European countries (7:15). Prior to that, Hebert and

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23:06

Unemployment at 5% May Escalate Fed’s Rate Cuts:...

FICC Focus ·

2024/09/19

The new supercore CPI to watch is the Bureau of Labor Statistic’s Quarterly Census of Employment and Wages, given US Federal Reserve Chair Jerome Powell’s comments on monthly non-farm payroll gains, says Anna Wong, chief US economist for Bloomberg Economics. Wong is joined by Macro Matters podcast host and Bloomberg Intelligence’s chief US rates strategist Ira Jersey to discuss key details and takeaways from the Federal Reserve’s 50-bp rate cut and accompanying policy announcement. The pair unpack

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20:37

The Future of Financial Research, With BI’s Dwyer:...

FICC Focus ·

2024/09/16

With artificial intelligence tools, we think we can cover more, in more depth and with the same number of people, and we can be faster to market, says David Dwyer, director of global research at Bloomberg Intelligence. In this episode of the Macro Matters podcast, Dwyer joins host and BI chief North American rate strategist Ira Jersey to discuss the future of financial research within the context of rapid technological advancements. With BI celebrating its 15-year anniversary, the pair discuss the

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40:35

Solutions in a Changing Muni Landscape: Masters of...

FICC Focus ·

2024/09/13

The performance of the broad muni index has been positive this year, while also notably falling short of the stronger showing by its fixed-income counterparts. However, the real winners can be found in the lower-rated muni credit rungs, with the Bloomberg Muni High Yield index leading the way. In the latest Masters of the Muniverse episode of Bloomberg Intelligence’s FICC Focus podcast, Eric Kazatsky and Karen Altamirano are joined by John Loffredo, vice chairman of MacKay Shields, to discuss the

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62:53

Are Spreads Pricing Fed, ECB Cuts for Perfection?:...

FICC Focus ·

2024/09/12

Credit markets have had a strong year, a few blips notwithstanding. After the ECB cut rates twice, the BOE once and with the Fed about to embark on a long cutting cycle, are credit spreads too tight and priced for perfection? Is the rally in yields justified on expected rate cuts until 1H25? In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, chief European credit strategist at Bloomberg Intelligence and Jamie Irvine, investment director at abdrn, discuss the state of credit

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16:34

US Politics Could Soon Revive De-Dollarization Talk:...

FICC Focus ·

2024/09/03

The dollar's status as the ultimate global reserve currency is intact and the currency is still leading on the International Monetary System's key parameters. Yet geopolitics and China's efforts to push for internationalization of the yuan are keeping FX regionalization and de-dollarization topical. Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, and BI chief Asia FX and rates strategist Stephen Chiu discuss how the looming US presidential election might affect

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7:49

VIX at 65, MOVE Above 100: All Options Considered

FICC Focus ·

2024/08/30

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu covers the VIX at 65 being due to market technicals and unreflective of fundamentals, as well as the support for rates volatility from uncertainty around the pace and extent that policy rates decline rather than the direction of travel, which is clear cut.

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27:52

Schroders’ Graham Seeks Alpha in EM Corporate Credit:...

FICC Focus ·

2024/08/29

Emerging Market corporate and quasi-sovereign debt is outperforming the broader EM sovereign-credit complex, as the asset class returns to favor following years of below-average bond issuance. In this month’s EM Lens & Look-Through podcast, Emerging Market Portfolio Manager at Schroders Autumn Graham joins Bloomberg Intelligence’s Damian Sassower, chief EM credit strategist, to discuss the risk-return tradeoff in EM corporate credit. Graham and Sassower touch on issuer fundamentals, market depth,

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45:08

Rethinking Macro Credit Patterns via BI STRTE: Credit...

FICC Focus ·

2024/08/27

Macro credit trends tend to be based on more of a feel than precise numbers. In this latest episode of the Credit Crunch podcast, Mahesh Bhimalingam, Chief European Credit Strategist and Heema Patel, Senior Credit Strategy Associate at Bloomberg Intelligence, delve into proprietary research and data on BI STRTE to make macro credit very precise. Explore their novel spread-prediction model with market and macroeconomic drivers, insights on index metrics -- default rates, rating quality/drift and

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24:44

How Canada’s Economy, Rates Have Diverged From US:...

FICC Focus ·

2024/08/22

The Canadian economy is rife with potholes that could potentially be hit by a policy mistake, says Stuart Paul, US and Canadian economist for Bloomberg Economics. Paul joins Macro Matters podcast host and Bloomberg Intelligence’s Chief North American rate strategist Ira Jersey and senior associate rates strategist Will Hoffman to discuss the state of the country’s economy and rate markets. They talk about the key drivers, outlooks and possible risks across the short and medium term, as well as key

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51:45

Johnston on Credit-Research Data Tools: Masters of...

FICC Focus ·

2024/08/20

As we edge closer to a US Federal Reserve rate decision and a presidential election, municipal credit will get more attention. In this Masters of the Muniverse podcast, hosts and Bloomberg Intelligence analysts Eric Kazatsky and Karen Altamirano talk to Jennifer Johnston, director of research, municipal bonds, at Franklin Templeton Fixed Income. She discusses how technology enhances credit research and why tax policy, slowing tax collections, falling revenues and pressured hospital margins are among

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56:44

SLR Cofounders on Specialty Financing Advantages:...

FICC Focus ·

2024/08/13

SLR Capital Partners has built expertise in corporate lending, asset-based financing, life-science credits and other segments over nearly two decades. The firm’s cofounders Michael Gross and Bruce Spohler join Bloomberg Intelligence credit analysts Noel Hebert and Sam Geier to talk about how the firm thinks about underwriting risk across borrowers and the types of investment vehicles they’ve built out. The conversation hits on their principal investment approach, how they deal with problematic

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85:08

Sprayregen on Restructuring Landscape: State of...

FICC Focus ·

2024/08/08

Don’t expect “gentlemanly” behavior from corporate boards under financial stress, says Hilco Global’s Vice Chairman James H. M. Sprayregen, as they should consider exercising all the rights available to them under credit agreements to maximize enterprise value. Bloomberg Intelligence’s Phil Brendel and Negisa Balluku speak with Sprayregen, who founded Kirkland & Ellis’s restructuring practice more than three decades ago, in this episode of BI’s State of Distressed Debt podcast. They talk about those

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478 results

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