x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

74:49

Pretium's Matt Cantor on Litigation Finance; Latest...

FICC Focus ·

2023/06/12

Credit markets have a dour seasonal outlook and piecemeal restructurings are flailing. BI Global Credit Strategy head Noel Hebert, distressed credit analyst Philip Brendel, and bankruptcy litigation analyst Negisa Balluku discuss these issues and more on the June edition of the State of Distressed Debt Podcast. Guest Matthew Cantor, Head of Legal Strategies and Special Situations of Pretium Partners, shares his views on litigation finance, distressed banks and the distressed cycle (8:12). Also of

en

42:20

Credit Troubles in Size, ESG and CDS: Credit Crunch

FICC Focus ·

2023/06/09

European credit markets have shifted since the banking crisis and the rally that followed, especially the shrinkage in junk. It's always interesting to hear views from across regions and this time we head to sunny France for some Gallic finesse in credit portfolio management. In the 11th episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist, and Benoit Soler, Senior Portfolio Manager and Head of Credit at Keren Finance, discuss the situation in European

en

15:28

Not Easy Being a Euro Bull, But It's No Time to Quit:...

FICC Focus ·

2023/06/07

Ever-changing drivers and low FX conviction views have been consistent with a $1.06-$1.10 euro-dollar in recent months, but a break of $1.10 toward $1.15 and higher remains feasible later this year. In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence chief G-10 FX strategist, reflects on the euro-dollar's outlook as we contemplate 2H and after a very challenging 1H for bullish views. Childe-Freeman believes the positive narrative holds into 2H, with the European

en

19:15

Abrdn’s Mondillo on Private, Public Corporates: Macro...

FICC Focus ·

2023/06/01

Corporate fixed income looks attractive compared with equities, Abrdn’s Jonathan Mondillo, head of North American fixed income says. Mondillo joins Bloomberg Intelligence’s Chief US Rates Strategist Ira Jersey on this Macro Matters edition of the FICC Focus podcast to discuss how private debt markets can offer opportunities and less volatility than some public credit areas. He also reviews Abrdn’s preferred sectors given its outlook for a recession beginning in early 2024, and the effects political

en

40:20

Credit After Crisis - US vs. Europe: Credit Crunch

FICC Focus ·

2023/05/25

The banking crisis on both sides of the Atlantic led to significant repricing and revaluation in credit markets globally. But the rally following government and regulatory actions has recovered much of the lost ground. In the 10th episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist, and Noel Hebert, Chief US Credit Strategist at Bloomberg Intelligence, discuss the aftermath of banking crisis and the rally, performance of banking bonds including AT1s and

en

16:52

Time to Talk About China's Recovery Again: FX Moment

FICC Focus ·

2023/05/24

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence chief G-10 FX strategist, and Stephen Chiu, Chief Asia FX and rates strategist, reflect on China's recovery story and on how some recent underwhelming monthly indicators reports may affect prospects into 2H as well as the currency market. Our analysts see the recent China economic news flow as a readjustment to more realistic growth expectations as opposed to evidence of a bleak outlook, with the recovery story

en

21:56

Inside Zero-Day Options With CBOE: All Options...

FICC Focus ·

2023/05/23

Questions have arisen around the growth of zero-days to expiry options, which now make up more than 40% of the overall volume of SPX options traded, and how this boom may be impacting the stock market. This edition of the All Options Considered podcast focuses on zero days to expiry options, or 0DTEs, and addresses the diversity of the investor base and what type of strategies are being traded. BI’s Global Derivatives Strategist Tanvir Sandhu is joined by Arianne Adams, Senior Vice President, Head

en

25:04

Assessing Opportunities and Risks Across EMEA Region:...

FICC Focus ·

2023/05/22

Geopolitical risk is accelerating across Eastern Europe, the Middle East and Africa, yet the region continues to outperform as end-of-cycle dynamics take hold. In this month’s EM Lens & Look-Through podcast, Bloomberg Intelligence’s EMEA FX & Interest Rate Strategist Sergei Voloboev joins Chief EM Fixed Income Strategist Damian Sassower to discuss his outlook on local currency and debt markets in Poland, Hungary and the Czech Republic. Voloboev also shares his views on Turkey’s general elections,

en

24:39

Schroder's Lisa Hornby on Mortgages, Corporates:...

FICC Focus ·

2023/05/18

Lisa Hornby, Schroder Investment Management’s Head of Multi-Sector Fixed Income, says mortgages and shorter-term Treasury securities are more attractive than corporates given the firm’s outlook for the economy. Hornby joins Bloomberg Intelligence’s Chief US Rates Strategist Ira Jersey on this episode of the Macro Matters edition of the FICC Focus podcast. Hornby discusses why she thinks corporate credit may be challenged in some cases, yet says that broadly the risks are name-specific, rather than

en

40:20

Fixed Income Manager Sees Opportunity: Masters of the...

FICC Focus ·

2023/05/12

Despite positive year-to-date performance, navigating the heightened volatility in the rates market and declining new issue sales have been just some of the challenges investors have had to contend with this year. Though some have chosen to hide out in high-yield cash equivalents such as money-market products, opportunities exist if cloudy valuations can be navigated. Belle Haven Investments’ CEO and CIO Matt Dalton and Director of Research Dora Lee join Bloomberg Intelligence strategist Eric

en

25:19

Bank of England, ECB, Fed Policy Decisions: Macro...

FICC Focus ·

2023/05/11

The market interpreting comments following the Bank of England’s 25-bp rate increase at the May policy meeting doesn’t square with the view of Bloomberg Intelligence European Interest Rate Strategist Huw Worthington. On this Macro Matter’s edition of the FICC Focus podcast, Worthington suggests that the UK’s rate-hiking cycle may be nearing an end, while the European Central Bank could raise somewhat further. He notes that quantitative tightening via asset runoff by the ECB is just beginning at full

en

27:26

Credit Index Futures: A New Frontier: Credit Crunch

FICC Focus ·

2023/05/10

Market downswings and rallies and concern about the next crisis have been major preoccupations over the past two years. A significant credit-market innovation helping to address this was introduced in this period and it's coming to the forefront now -- credit index futures. In the ninth episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist and Davide Masi, Fixed Income ETD Product Design at Eurex, discuss the need for credit index futures, the features of

en

94:38

Corbin’s Bergstrom on Credit Landscape: State of...

FICC Focus ·

2023/05/05

“I worry less about liquidity risk because we’re generally assuming there isn’t liquidity there. I worry more about recovery risk. If something goes wrong in a small-cap stack…a lot of the advisory, workout and bankruptcy costs are much more onerous in a smaller-cap stack,” Corbin Capital’s Chief Investment Officer Craig Bergstrom says on this month’s State of Distressed edition of the FICC Focus Podcast. In this episode, Bloomberg Intelligence global credit strategy head Noel Hebert and distressed

en

20:22

Eurozone & UK Rate Markets With ING Research: Macro...

FICC Focus ·

2023/05/04

ING’s Antoine Bouvet, head of European rates strategy and James Smith, developed market economist, join Bloomberg Intelligence’s Chief US Rates Strategist Ira Jersey on this episode of the Macro Matters editions of the FICC Focus podcast to discuss the economy and rate markets of the Eurozone and the UK. Bouvet and Smith give their outlook for inflation, central bank policy and government bond markets.

en

32:30

Let's Talk Sterling Recovery, UK Economic Prospects:...

FICC Focus ·

2023/05/03

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence chief G-10 FX strategist, discusses her still-positive sterling outlook and revisits the UK's near-term cyclical dynamics and longer-term structural considerations with Dan Hanson, senior UK economist at Bloomberg Economics. The pair acknowledge the better-than-expected backdrop that's helped sterling year to date and discuss the risks to the UK's economic outlook, with implications for monetary policy and the pound

en

17:40

Discussion on Cross-Asset Volatility: All Options...

FICC Focus ·

2023/04/28

In this edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matthew Tym, Head of Equity Derivatives Trading at Cantor Fitzgerald. Discussion includes the volatility reset in G10 FX and equity market.

en

47:05

Crossover Buyer Lifts Value Lens Hood: Masters of the...

FICC Focus ·

2023/04/27

Municipal performance through the first four months of 2023 is a semi-welcome respite from the tough 2022 that many asset managers faced. The tax-exempt market is still contending with the same challenges that somewhat define the sector such as supply and demand imbalances and municipal valuations that seem overly rich until they unwind in the other direction. Though sole exempt investors are strapped in and along for the ride, those who live in the crossover world can maneuver more adeptly around

en

32:52

High Yield 2Q23 Survey and Outlook: Credit Crunch

FICC Focus ·

2023/04/26

European high yield had its first default but the proportion of stressed and distressed bonds is under control after a positive first quarter for returns. Will 2Q sustain the 1Q gains and when do we see a default wave, if any? Please join Mahesh Bhimalingam, Chief European Credit Strategist, Bloomberg Intelligence as he discussed the results of the 2Q23 High Yield Survey and comment on the market outlook and trends in a Q&A format with George Flynn, Head of Credit at Wisealpha Technologies. We

en

21:46

As Inflation and Growth Concerns Collide: EM Lens &...

FICC Focus ·

2023/04/24

Deteriorating US economic fundamentals are fueling late-cycle serendipity in emerging market currencies, yet any declarations alluding to a demise in the dollar smile will likely prove exaggerated. In this month’s EM Lens & Look-Through podcast, Jonny Goulden, managing director and head of EM sovereign strategy at JPMorgan joins Bloomberg Intelligence Chief EM Fixed Income Strategist Damian Sassower to share his views on EM foreign exchange resilience, the glide path for short-term interest rates

en

25:11

NewEdge Wealth’s Ben Emons on Global Fixed Income:...

FICC Focus ·

2023/04/20

Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views on future central-bank policy action in the US, Europe and emerging markets. He also reviews how the yield curve could react, highlighting that EM was early in tightening monetary policy. Jersey asks Emons about the

en

482 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...