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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

29:37

G3+ Central Bank, Currency, Interest Rate Outlook:...

FICC Focus ·

2024/06/13

Federal Reserve Chairman Jerome Powell and the Fed are conflicted on economic data, says Morgan Stanley’s Global Head of Marco Strategy Matt Hornbach in this edition of the Bloomberg Intelligence FICC Focus Podcast. Hornbach joins host and BI Chief US Interest Rate Strategist Ira Jersey to discuss the G3+ central bank, currency and interest-rate outlook. Though the totality of recent US economic data has been very confusing, Hornbach thinks a clear trend will soon emerge. The Morgan Stanley base

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38:24

Can Start of Rate Cuts Keep Credit Spreads Tight?:...

FICC Focus ·

2024/06/11

Credit markets had a strong nine months of rally, particularly in spreads, although there were yield blips. As the environment changes with rate cuts, led by the ECB, are credit spreads too tight, despite low defaults? Is the rally justified on expected rate cuts for the rest of 2024? In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist at Bloomberg Intelligence, and Axel Potthof, Head of High Yield at Fisch Asset Management, discuss the state of

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19:17

US Election Pricing, Income Funds: All Options...

FICC Focus ·

2024/06/07

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matthew Tym, Head of Equity Derivatives Trading at Cantor Fitzgerald. Discussion includes the US presidential election and impact of yield enhancement using options on index volatility.

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16:27

BoC, Loonie Give Dollar-Bears a Plan B Till Fed...

FICC Focus ·

2024/06/05

The Bank of Canada's 25-bp June rate cut and statement bolster the view that dollar bears tired of waiting for the Fed could retain the loonie-bear view until a more-dovish US move unfolds, according to the latest FX Moment podcast. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, talks to Stuart Paul, US and Canada economist at Bloomberg Economics, about the BoC and Fed near-term dynamics and currency implications.Canada's more-advanced economic cycle vs. the US

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20:15

Global Economic Decoupling With MKP’s McMahon: Macro...

FICC Focus ·

2024/05/30

“You’ve come off a period of 15-plus years of a zero interest-rate policy that has allowed politicians to believe that you can spend money at no cost,” says Patrick McMahon, co-founder and CIO of MKP Capital Management, “And we continue to do that, but now in a tremendously different interest-rate environment.” In this podcast, McMahon is joined by podcast host and Bloomberg Intelligence’s Chief US Rates Strategist Ira Jersey and Associate US Rates Strategist Will Hoffman. The trio discuss the state

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49:32

Technological Advancement in Muni SMAs: Masters of...

FICC Focus ·

2024/05/28

Higher-for-longer rates, along with elevated municipal-bond issuance, may signal that attractive entry points for muni investors are here for a bit longer. Though reinvestment season is typically a slower time for new issuance, this is an election year, which may mean issuers will want to avoid the uncertainties that come with every election season. Fund flows and rich ratios are concerns, but the asset class’s ability to provide low-risk, tax-exempt income remains a key feature, especially if

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58:35

17Capital's de Selancy on NAV Lending Expansion:...

FICC Focus ·

2024/05/24

NAV finance has been at the forefront of innovation in private credit markets, seeing tremendous growth since the start of the pandemic, when private equity funds began turning to alternative sources of funding. Pierre-Antoine de Selancy, co-founder and managing partner at 17Capital, joins Bloomberg Intelligence's Noel Hebert and Sam Geier on Credit Crunch to walk through how he's seen the evolution of the space. The conversation touches on the importance of fund-manager track records, use of

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24:13

Rabobank’s Lawrence on Investing in a ‘New’ Old...

FICC Focus ·

2024/05/17

Geopolitical uncertainty is causing many developed and emerging market governments to invoke protectionist measures, and this new world order looks similar to the one that predated globalization. In this month’s episode of Bloomberg Intelligence’s EM Lens & Look-Through podcast, Cooperatieve Rabobank Cross-Asset Strategist Christian Lawrence joins BI Chief EM Fixed-Income Strategist Damian Sassower to share his views on monetary policy, foreign-exchange carry, global growth and real-yield

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34:47

PIMCO’s Jerome Schneider on Money-Market Dynamics:...

FICC Focus ·

2024/05/16

Stickier inflation is here to say, and we probably aren’t returning to 2% in the near term, says Jerome Schneider, managing director and leader of short-term portfolio management and funding at PIMCO. Schneider is joined by host and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Associate US Interest Rate Strategist Will Hoffman to discuss the state of short-term liquidity and money markets. The trio examine long- and short-term evolutions of the market, portfolio

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67:33

High Yield 2Q Investor Survey, Loan vs. Bond View:...

FICC Focus ·

2024/05/14

High yield had a great 4Q rally in rates and spreads, which filtered into 1Q gains as defaults stayed low. In Europe, the index default rate stands at 0.95% and the proportion of stressed and distressed bonds has come down, while it's higher in the US. Will 2Q sustain the gains, and why? Listen to Mahesh Bhimalingam, Bloomberg Intelligence's Chief European Credit Strategist, discuss the results of the 2Q24 High Yield Survey with Fiona Hagdrup, Head of Leveraged Finance Funds and PM at M&G

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79:44

Katten’s Winters on Distressed Governance: State of...

FICC Focus ·

2024/05/11

Investigations into debtors’ pre-bankruptcy machinations are evolving toward a “consensus model” where committees of independent directors are cooperating with unsecured committees, according to Julia Winters, a partner in Katten’s commercial litigation practice. She shared her perspective on corporate governance amid financial turmoil, when Chapter 11 examiners make sense and the critical role indenture trustees play with Bloomberg Intelligence’s Negisa Balluku and Phil Brendel. Prior to that, Phil

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18:48

BOJ Intervention Alone Won't Turn Dollar-Yen...

FICC Focus ·

2024/05/09

The challenges of unilateral FX intervention by the Bank of Japan may mean that a confirmed dovish Fed adjustment and/or a step-up in the BOJ tightening cycle remain the best path to address the cost-of-carry yen conundrum and take dollar-yen lower in the process, according to the latest FX Moment podcast. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, talks to Chris Gaffney, World Markets president at EverBank, about whether it could be time to rejoin the

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60:14

Special Situations Landscape With Polus’ Dafforn:...

FICC Focus ·

2024/05/06

Slowing growth and elevated interest rates are opening the door to fresh opportunities in the special situations world, as companies face growing “time under tension.” Rob Dafforn, chief investment officer of opportunistic credit at Polus Capital Management, joins Bloomberg Intelligence’s Noel Hebert and Sam Geier on this episode of Credit Crunch, part of the FICC Focus podcast. Dafforn dives into the three main investment targets — cyclical losers, secular losers and frauds — along with

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16:21

Geopolitics, Biden vs. Trump and Markets: All Options...

FICC Focus ·

2024/05/03

In this edition of All Options Considered, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Jennifer Welch, Chief Geo-economics Analyst. They focus on geopolitics and market volatility, with topics including the conflicts in the Middle East, oil politics and the US election.

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19:40

Fed Balance Sheet Runoff and Treasury Issuance: Macro...

FICC Focus ·

2024/05/02

Chairman Jerome Powell had opportunities at the May FOMC meeting to put interest rate hikes back on the table and surprisingly did not, says Ira Jersey, host and Chief US Interest Rate Strategist for Bloomberg Intelligence. On this Macro Matters edition of the FICC Focus podcast, Jersey is joined by associate US Interest Rate Strategist Will Hoffman to discuss the key takeaways from both the Federal Reserve and US Treasury Department’s May 1 policy announcements. The pair unpack the implications of

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25:37

IMF’s Natalucci and Wu on Risks to Financial...

FICC Focus ·

2024/04/30

Loose financial conditions are helping to alleviate short-term stability concerns, yet medium-term vulnerabilities are rising as the result of less-optimistic monetary policy expectations. In this month’s EM Lens & Look-Through podcast, Fabio Natalucci, deputy director of monetary and capital markets at the IMF, and Jason Wu, head of the IMF’s Global Markets division, join Bloomberg Intelligence Chief EM Fixed Income Strategist Damian Sassower to share their views on underlying asset valuations amid

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21:30

The Economy, the Fed, and the Mortgage Market: Macro...

FICC Focus ·

2024/04/25

Inflation is holding stubbornly above the Federal Reserve’s target, throwing expectations for rate cuts into turmoil and playing havoc with housing and mortgage markets. On this Macro Matters edition of the FICC Focus podcast, host and Bloomberg Intelligence Chief US Rates Strategist Ira Jersey is joined by Erica Adelberg, BI’s chief MBS strategist, and Will Hoffman, associate US rates strategist, to discuss the current and future state of the MBS market ahead of the May FOMC meeting. Adelberg

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51:22

Rate-Cut Delays Wounded Credit - How Much Longer?:...

FICC Focus ·

2024/04/23

Credit markets sold off in the past month, across the board, on rate-cut delays being priced in globally, led by the Fed. It takes us to an interesting juncture where we ask if this has longer to go or is largely done, and how it affects various asset classes in its aftermath.In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist at Bloomberg Intelligence, and Raphael Thuin, Head of Capital Markets Strategies at Tikehau Capital, discuss the global

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48:40

Yieldstreet’s CIO on Opening Up Alternatives: Credit...

FICC Focus ·

2024/04/19

Alternative investments have historically been available only to institutions and ultrahigh-net-worth individuals, but that may be changing. Yieldstreet Chief Investment Officer Ted Yarbrough says democratizing access to alternatives is the company’s mission. He joined Bloomberg Intelligence analysts Noel Hebert and Sam Geier to talk about sourcing deals, leveraging technology and the importance of education when combining illiquid investments with retail clients. Yarbrough also spoke to the

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44:19

Blind Spots in Active Muni Management: Masters of the...

FICC Focus ·

2024/04/17

Part of being an active manager is not only looking for assets that have an edge, are mispriced or are the next hottest thing, but also learning to avoid pitfalls and blind spots when it comes to municipal credit. In this Masters of the Muniverse episode of Bloomberg Intelligence’s FICC Focus podcast, Ben Barber, director of municipal bonds at Franklin Templeton, joins BI analysts Eric Kazatsky and Karen Altamirano to discuss municipal active management and best defensive and offensive

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480 results

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