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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

32:23

Inflation and Policy Pivots with Seth Carpenter:...

FICC Focus ·

2024/02/15

Seth Carpenter, chief global economist at Morgan Stanley, expects the Federal Reserve to taper its balance-sheet policy in May and to begin easing interest rates in June. Carpenter joins hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence interest rate strategy team to give his views on economies and markets in this Macro Matters edition of the BI FICC Focus podcast. The trio discuss ongoing economic and inflationary dynamics, including the disinflationary process, potential catalysts

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52:17

High Yield 1Q24 Investor Survey and Outlook: Credit...

FICC Focus ·

2024/02/13

High yield had a great 2023 in both US and Europe, due to a strong 4Q rally in rates and spreads. In Europe, the index default rate stands at 0.8% and the proportion of stressed and distressed bonds is under control, while it's higher in the US. Will 1Q sustain the 4Q gains, and will we see defaults pick up? Listen to Mahesh Bhimalingam, Bloomberg Intelligence's Chief European Credit Strategist, discuss the results of the 1Q24 High Yield Survey and comment on the market outlook and trends in a Q&A

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73:08

Akin’s Abid Qureshi; BI on WeWork, Gol: State Of...

FICC Focus ·

2024/02/12

Sticky high rates have put an elevated floor under distressed supply. That’s the first topic Noel Hebert, Bloomberg Intelligence’s head of global credit strategy, and Philip Brendel, BI distressed credit analyst, discuss in this month’s State of Distressed Debt edition of the FICC Focus podcast. Then, BI bankruptcy litigation analyst Negisa Balluku and Phil interview Abid Qureshi, a partner in Akin Gump’s financial restructuring practice, on his insights into liability management exercises and the

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70:29

Man Group’s Moniot on Rise of Credit Risk Sharing:...

FICC Focus ·

2024/02/09

Credit-risk sharing structures have undergone a significant evolution since the financial crisis, leading us to explore its emergence in markets and transformative impact on modern risk-management strategies. Man Group’s co-head of credit risk sharing, Matthew Moniot, joined Bloomberg Intelligence’s Noel Hebert and Sam Geier on this episode of Credit Crunch, part of the FICC Focus podcast. The conversation delves into the birth of the asset class, US vs. European markets and the structuring

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23:54

Here We Go Again -- Dollar Bulls Back in Charge: FX...

FICC Focus ·

2024/02/07

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence (BI) chief G-10 FX strategist, discusses the dollar's prospects in the wake of recent US macro news flow with Brad Bechtel, global head of FX sales and trading at Jefferies LLC. Brad and Audrey look at how the unexpectedly strong turn in US data has revived broad dollar strength, consistent with Brad's base case. Yet, given ever-changing G10-FX drivers and narratives, both favor taking a quarter-by-quarter

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20:30

Unpacking January’s FOMC Meeting With BE’s Wong:...

FICC Focus ·

2024/02/01

The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the January FOMC meeting, including implications for the path of monetary policy and any potential easing this year. The pair also address some of the risks to the economy, both to the upside and downside, that may influence

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41:58

Game-Planning 2024 Election Impacts: Masters of the...

FICC Focus ·

2024/01/30

With the election year well on its way, peak partisanship and geopolitical volatility may mean increased risk for municipal bond markets. Though past election years have returned more wins than losses for munis, macro issues will continue to be a hurdle. To discuss these possible threats and the latest federal income-tax developments, we have Bloomberg Intelligence’s tax policy expert, Andrew Silverman, joining co-hosts Eric Kazatsky and Karen Altamirano of BI.

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63:21

Blue Owl’s Packer on Direct Lending’s Long Runway:...

FICC Focus ·

2024/01/26

Blue Owl has grown from a few ideas to an alternatives manager with over $150 billion in assets under management, including almost $80 billion in credit. Craig Packer, co-president and head of credit for Blue Owl, joined Bloomberg Intelligence’s Noel Hebert and Sam Geier on the latest episode of Credit Crunch to talk about the evolution of the company, the direct lending market, why the asset class can continue to grow, and where Blue Owl sees opportunity. Credit Crunch is part of the FICC Focus

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19:32

State of Fixed Income, With UBS’ Bobby Martin: Macro...

FICC Focus ·

2024/01/22

“In the 12 months following a rate hiking cycle, typically, going out duration has a really strong potential return,” says Bobby Martin, Co-Head of Fixed Income Investment Specialists at UBS Asset Management. Martin joins Macro Matters host and BI chief US rates strategist Ira Jerseyto review the state of domestic and global fixed-income markets. The pair discuss the stronger-than-expected macroeconomic backdrop and what it means for markets, as well as the risks facing the US economy in the medium

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18:19

Easing Cycle and Cross-Asset Volatility: All Options...

FICC Focus ·

2024/01/22

In this edition of the All Options Considered podcast, BI's chief global derivatives strategist Tanvir Sandhu is joined by Nancy Davis, founder of Quadratic Capital Management. They discuss the key themes in the options market amid the focus on the easing cycle this year.

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9:07

G3+ Deep Dive Summary — Asynchronous Rate Cycle:...

FICC Focus ·

2024/01/17

Global rate cuts seem certain, but the timing is less so. In this episode of the Macro Matters edition of the FICC Focus podcast, host Ira Jersey, Bloomberg Intelligence’s chief US interest rate strategist is joined by colleague Huw Worthington, chief European rate strategist, to preview the themes and research found within their recently published deep dive on the G3+ rates markets. The report features a comprehensive review of the global sovereign debt markets that underpin the world’s financial

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51:44

Keep Calm, Carry On with Leveraged Loans and CLOs:...

FICC Focus ·

2024/01/16

CLOs are driving loan supply and in this Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence Chief European Credit Strategist and Paul Mehta, Head of Leveraged Loans at Aberdeen, reflect on how the leveraged loan market fared last year and the outlook for loans in 2024.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 market and private credit in detail

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82:02

Canyon’s Sheffield; Latest on Rite Aid, Audacy &...

FICC Focus ·

2024/01/13

Noel Hebert, Bloomberg Intelligence’s chief US credit strategiest and Philip Brendel, BI distressed credit analyst, talk about the seasonal credit trends that helped push the US distressed ratio to 19-month lows, and how the supply of distressed debt isn’t likely to see much of a rise until at least the beginning of March. Chaney Sheffield, a partner at Canyon Partners, joins them to discuss his outlook for distressed opportunities in the new year, and talks about his firm’s investment platform and

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17:31

Looking at G-10 FX Prospects in a Weak-Dollar World:...

FICC Focus ·

2024/01/12

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence (BI) chief G-10 FX strategist, discusses 2024's currency prospects with Mark Andersen, global head of asset allocation at UBS Wealth Management. In particular, Mark and Audrey look at how the 4Q 5% US dollar BBDXY selloff affects their 2024 outlook. The broadly weaker US dollar narrative remains in place, and Mark highlights a particularly strong case for the Aussie and the yen this year, while sterling's improved

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27:15

Identifying Alpha Opportunities in EM Rates, Credit...

FICC Focus ·

2024/01/10

Emerging markets enter the new year on a high note as fixed-income investors continue to embrace the soft landing narrative. In this month’s EM Lens & Look-Through Podcast, Emso Asset Management Co-CIO Jens Nystedt and Global Head of Research Patrick Esteruelas, join Damian Sassower, Bloomberg Intelligence’s chief EM credit strategist, to deliver their year-ahead outlook on EM rates, credit and foreign exchange. From US exceptionalism and extreme China pessimism to central bank policy easing and

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23:48

Fed’s Lips Are Getting Looser, Says Mike McKee: Macro...

FICC Focus ·

2024/01/04

The Federal Reserve’s communications have gotten more open — perhaps too open — during the time Michael McKeehas covered the central bank for Bloomberg News. McKee, international economic and policy correspondent, joinsIra Jersey, Bloomberg Intelligence chief US interest rate strategist, on this Macro Matters edition of theFICC Focus podcast. McKee talks about the shifts in the Fed’s communications policy, how it’s influenced his reporting and policy makers’ interactions with markets. The two

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39:51

Looking Ahead and Reflecting on Rates, Credit and...

FICC Focus ·

2023/12/28

What might we expect in the New Year for rates, fixed income and currency markets? The FICC Focus team looks ahead to 2024, and reviews some memorable moments from 2023 in this special year end episode of the FICC Focus podcast.

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5:35

Volatility Wrapped - Key Themes of 2023: All Options...

FICC Focus ·

2023/12/21

In this edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu gives a brief overview of the key themes from the volatility markets in 2023 and the outlook ahead.

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70:41

KKR’s Pietrzak on Private Credit Filling the Void:...

FICC Focus ·

2023/12/19

Returns, diversification and the derisking of bank balance sheets are among contributors to the growth in private credit in recent years. KKR Partner and Global Head of Private Credit Daniel Pietrzak joined Bloomberg Intelligence’s Noel Hebert and Sam Geier on the latest episode of Credit Crunch to talk about the market’s growth, asset-based vs. direct lending, the benefits of scale and more. Credit Crunch is part of the FICC Focus podcast series.

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63:19

2023 in Rearview, How Banks See 2024: Masters of the...

FICC Focus ·

2023/12/15

JP Morgan’s Head of Municipal Research and Strategy Peter Degroot, Wells Fargo’s Head of Municipal Markets Strategy Vikram Rai and Barclays’ Head of Municipal Research Mikhail Foux join Bloomberg Intelligence’s Eric Kazatsky and co-host Karen Altamirano on this month’s Masters of the Muniverse podcast. The three strategists reflect on the municipal landscape for 2023 and in some cases hope that their calls for the year ahead are not dashed by unforeseen forces, once again.

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480 results

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