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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

20:30

US, UK, EUR Rates Markets: Macro Matters

FICC Focus ·

2023/02/03

Short maturity government bond yields in Europe and the US may move somewhat high in the near term, according to Bloomberg Intelligence. In this Macro Matters edition of the Bloomberg Intelligence FICC Focus podcast, Chief US Interest Rate Strategist Ira Jersey is joined by his European counterpart Huw Worthington to discuss the February meetings of the US, UK and European central banks and the corresponding rate markets. Jersey notes his view that the market still doesn’t think the Federal Reserve

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87:58

King Street's Goldschmid Talks Shop, J&J's 3rd...

FICC Focus ·

2023/02/03

"It takes a long time to slow things down, especially when you’ve just pumped $2.5 trillion of monetary stimulus into the economy," Paul Goldschmid, partner & co-portfolio manager at King Street Capital, says about why this credit cycle may take longer to play out vs. those seen in the past 20-30 years. In this State of Distressed Debt edition, Global Credit Strategy head Noel Hebert and BI distressed credit analyst Philip Brendel discuss how credit is hard to keep down in January as well as what’s

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9:17

Preparing for Landing: All Options Considered

FICC Focus ·

2023/01/27

In this edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu discusses the key themes from the volatility markets year-to-date, reflects on the low volatility regime and the outlook ahead.

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21:28

Last Year’s Laggards Are This Year’s Leaders: EM Lens

FICC Focus ·

2023/01/25

In this month's EM Lens & Look-Through podcast, BI Chief EM Fixed Income Strategist Damian Sassower is joined by Sergey Goncharov, Emerging Market Portfolio Manager at Vontobel. Goncharov shares his outlook for EM credit, as primary markets are open for business and corporate default rates remain low amid rising risk of recession. Central bank policy rates are well above pre-pandemic levels, and we see potential to receive in EM local debt markets as monetary tightening subsides.

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40:19

Remote Work Prophet Comes to Muniland: Masters of the...

FICC Focus ·

2023/01/23

On this month's Masters of the Muniverse, Eric Kazatsky and co-host Karen Altamirano are joined by Stanford University Professor and "Prophet of Remote Work," Nick Bloom. We discuss how remote work has a history much deeper than the pandemic and what the future may look like for the workplace, cities and public transit.

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143:03

Brown Rudnick's Stark on Bankruptcy Playbook: State...

FICC Focus ·

2023/01/20

Global Credit Strategy head Noel Hebert and BI distressed credit analyst Philip Brendel discuss distressed debt’s awful 2022 performance and what’s next. Then, Philip and BI bankruptcy litigation analyst Negisa Balluku have an in-depth feature interview with Robert J. Stark, Chair of Brown Rudnick’s Bankruptcy & Corporate Restructuring group on corporate restructuring strategies and dynamics from all angles (8:00). Finally, Eliza Ronalds-Hannon join them for a roundtable discussion on names in the

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29:38

Leveraged Loan Outlook and Review: Credit Crunch

FICC Focus ·

2023/01/19

CLOs are driving loan supply and in our second Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist at Bloomberg Intelligence, and Paul Mehta, Head of Leveraged Loans at Aberdeen, reflected on how the leveraged loan market fared last year and the outlook for loans in 2023. We discussed our leveraged loan outlook publication covering loan pricing, returns, supply and relative value vs. high yield bonds as well as loan growth vs. the bond market in detail. We also

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28:01

DM Rates Outlook: Macro Matters

FICC Focus ·

2023/01/18

Developed market central banks continue to fight inflation, but are at different points in tightening monetary policy. The Federal Reserve and Bank of England may be nearing the end of hiking regimes, while the European Central Bank may be somewhat slower to end tightening, according to Bloomberg Intelligence Interest Rate Strategists. In this Macro Matters edition of the FICC Focus Podcast, Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey is joined by Huw Worthington, BI's

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14:21

ECB and BOE Credit QT Scope and Impact: Credit Crunch

FICC Focus ·

2023/01/09

In our inaugural Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence Chief European Credit Strategist and Heema Patel, Credit Strategy Associate, reflected on the scope and impact on credit markets of Quantitative Tightening by the ECB and BOE in 2023. Our positive outlook for credit returns in Europe is in place but the central banks have a key role in deciding if such a view will materialise or not. This podcast aims to give an idea of the size and monthly pace of such

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28:23

Quant Modeling: Macro Matters

FICC Focus ·

2023/01/05

Quantitative modeling is an ever growing component of financial analysis, with most investors using some form of it within their investment processes. In this Macro Matters edition of the FICC Focus Podcast, Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey is joined by Vera Tian and Alex Montiel, Bloomberg Data Scientists working with the BI FICC research team. Tian discusses how she developed the BI Rates model for two-year inflation swaps and the work she’s doing on

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25:49

There Are Views Outside Dollar Bearish Box in 2023:...

FICC Focus ·

2023/01/04

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence chief G-10 FX strategist, Chief Asia FX and rates strategist Stephen Chiu and EMEA EM FX and Rates Strategist Sergei Voloboev reflect on the outlook for global currencies as we start 2023 and more specifically, on the extent to which the late 4Q 2022 dollar sell-off affects their 2023 currency outlooks, if at all. They also contemplate some relevant FX views and themes outside the dollar box for this year. Our

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8:36

All Options Considered End-of-Year Episode: All...

FICC Focus ·

2022/12/20

In this edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu discusses the key themes from the volatility markets in 2022 and the outlook ahead.

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50:16

Big Banks Think 2023 Muniland Rebounds: Masters of...

FICC Focus ·

2022/12/16

On this month's Masters of the Muniverse Eric Kazatsky and co-host Karen Altamirano are joined by three local men who have differing takes 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. In no particular order they are joined by Peter Degroot Head of Municipal Research and Strategy at JP Morgan, Vikram Rai Head of Municipal Strategy at Citi and Mikhail Foux Head of Municipal Research at Barclays.

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24:09

Dec. Fed Plus MBS Deep Dive: Macro Matters

FICC Focus ·

2022/12/15

The market will eventually believe that the Federal Reserve's "Put" is further out of the money meaning the central bank may keep the federal funds rate at the peak for longer than the market is pricing, says BI Chief US Rate Strategist Ira Jersey. In this Macro Matter's edition of the FICC Focus podcast, Jersey is joined by Erica Adelberg, BI Mortgage Strategist. Jersey first discusses the December Federal Reserve meeting, his market outlook, and his view that the market will eventually believe in

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21:29

Fundamentally Triggered, EM Rally Fueled By...

FICC Focus ·

2022/12/14

In this month's EM Lens & Look-Through podcast, BI Chief EM Fixed Income Strategist Damian Sassower is joined by Christian Lawrence, Head of Cross-Asset Strategy at Rabobank. Lawrence reflects on valuations amid the ongoing position squeeze, and shares his year-ahead outlook for emerging market rates and FX. Latin America stands out as the region is rife with risk premia that is tightly correlated to thematic macroeconomic variables.

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62:36

Mark Shapiro on FTX, After Living Lehman & Distress...

FICC Focus ·

2022/12/09

“End of the day, there was a 45-cent recovery to unsecured creditors of Lehman. Do you think that’s going to happen here [with FTX]?...It’s apples and oranges. Because Lehman had a real asset base,” Mark J. Shapiro, Shearman & Sterling Partner and Chairman of the Financial Restructuring & Insolvency group, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast. FICC Focus offers the latest market views on interest rates, corporate bonds, emerging-market debt, commodities and currencies

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27:29

Bloomberg Aggregate Index Outlook: Macro Matters

FICC Focus ·

2022/12/08

Treasury yields may fall further by the end of 2023, leading to positive returns for the Bloomberg Aggregate Index overall, according to Bloomberg Intelligence. In this Macro Matters edition of the FICC Focus Podcast, BI Chief US Interest Rate Strategist Ira Jersey is joined by BI Chief Credit Strategist Noel Hebert and BI Chief Mortgage Strategist Erica Adelberg to discuss their outlook for the Bloomberg Aggregate Index. Jersey notes that his view that Treasury yields could decline further by the

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28:56

2023 Evolving FX Drivers and Losing US Dollar Appeal:...

FICC Focus ·

2022/12/07

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence (BI) chief G10 FX strategist, along with chief Asia FX and rates strategist Stephen Chiu, reflect on next year's Global FX Outlook and assert that evolving FX drivers mean that conditions for a weaker US dollar are in place as we contemplate 2023. There are risks to the view and it's not a linear outlook, but looming inflation and rate peaks, a shift of focus from inflation to growth and a return in risk appetite

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56:06

Munis Fight Regulation and Change: Masters of the...

FICC Focus ·

2022/11/29

On this month's Masters of the Muniverse, Eric Kazatsky and co-host Amanda Albright are joined by the Municipal Securities Rulemaking Boards; President and CEO, Mark Kim. This edition comes at a time when municipal fixed income is feeling pressure from evolutionary forces. In fact, one of the best analogies we can give, is that munis are the John Dutton of fixed income Yellow Stone ranch, and the asset class is hell bent on resisting any sort of change or threats. However, if we take a step back and

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12:17

UK Economic Outlook, Bond Market Volatility: All...

FICC Focus ·

2022/11/23

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Dan Hanson, BE's Senior UK Economist. They discuss the volatility in UK bonds and the outlook for the economy.

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