Shows / FICC Focus

FICC Focus
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
Episodes
FICC FocusAftermath of Mini-Budget on Volatility, Economy: All Options Considered
In this special UK edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by BE's Chief…
FICC FocusIs Sterling Nearing Currency Crisis Status?: FX Moment
In our sixth FX Moment Podcast, the host, Bloomberg Intelligence (BI) Chief G10 FX Strategist Audrey Childe-Freeman, along with Chief Asia FX and Rates…
FICC FocusRelentless Dollar Strength Leaves EM Currencies in Limbo: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Mr. Caesar Maasry, Managing Director…
FICC FocusRise of the Muni ETF: Masters of the Muniverse
Eric Kazatsky and Amanda Albright are joined by Senior Bloomberg Intelligence ETF analyst, Eric Balchunas to discuss the rise of municipal ETFs, current…
FICC FocusManaging Endowments: Macro Matters
“The drivers of secular stagnation were... Technology, demographics, and globalization... They may have changed a little bit, but not that much,” Krishna…
FICC FocusS&P 500 Volatility and UK Inflation: All Options Considered
In this third edition of All Options Considered, Bloomberg radio host Caroline Hepker is joined by BI's Chief Global Derivatives Strategist Tanvir Sandhu and…
FICC FocusSycamore Tree's Trey Parker, Market Recap, 3M and Cineworld: State of Distressed Debt
It’s been a surprisingly calm summer for credit, but a rocky fall may be on tap, according to Bloomberg Intelligence. In this State of Distressed Debt edition…
FICC FocusRisk Alert? Shipping, Retail, Asia Banks: Credit Chat
Rising rates and recessionary fears are growing, yet credit across continents and sectors may be well positioned for additional supply and demand headwinds…
FICC FocusMortgage Market Mayhem: Macro Matters
High mortgage rates are have a negative effect on Agency mortgage-back securities performance relative to Treasuries, and the Fed's quantitative tightening may…
FICC FocusDecline in Market Value of Benchmark-Eligible Debt: EM Lens
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities and currencies by Bloomberg Intelligence…
FICC FocusPolitical Partisanship: Macro Matters
Political partisanship in Congress will remain wide, which could cause government shutdowns and another debt-ceiling crisis in late 2023, according to…
FICC FocusHow Does China's Macro Predicament Affects Our Calls: FX Moment
In our fifth FX Moment edition, the host, Bloomberg Intelligence (BI) Chief G10 FX Strategist Audrey Childe-Freeman discusses China's current cyclical…
FICC FocusBet on Gaming, Health Care, Retail Credit?: Credit Chat
A 2H recovery may not be the rising tide that lifts all boats as recession, inflation and remaining Covid-19-lockdown risks disproportionately have a negative…
FICC FocusNew Mesirow CEO Eyes Market In Transition: Masters of the Muniverse
The financial services industry has been challenged for years with firms having to navigate the global pandemic and remote work, all while dealing with legacy…
FICC FocusUS Rates Potpourri: Macro Matters
If the market prices out Federal Reserve interest rate cuts in 2023, Bloomberg Intelligence’s Chief US Interest Rate Strategist Ira Jersey thinks that could be…
FICC FocusMarket Recap, Moelis' Bill Derrough, Crypto: State of Distressed Debt
Global Credit Strategy head Noel Hebert discusses with BI distressed credit analyst Philip Brendel the first up month for distressed in 2022. Bloomberg…
FICC FocusFed’s Not Quite Done: Macro Matters
If Bloomberg Economics is right at the Federal Reserve hikes to 5%, the two-year Treasury yield should be near 4% and the Treasury yield curve would be more…
FICC FocusECB, Bonds and Crypto Volatility: All Options Considered
In this second edition of All Options Considered, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Bloomberg radio host Caroline Hepker and…
FICC FocusChina Doom or Recovery, Industrial M&A Risk?: Credit Chat
In this Credit Chat edition, Joel Levington, Global Head of Credit Research, Daniel Fan, Senior China Real Estate Analyst and Pri De Silva, Senior Asia…
FICC FocusNew York State of Mind: Masters of the Muniverse
In this edition of Masters of the Muniverse Eric Kazatsky and Amanda Albright are joined by New York State Comptroller, Thomas Dinapoli. We cover such topics…
FICC FocusIs the U.S. Dollar Overvalued?: FX Moment
In our fourth FX Moment edition, host and BI Chief G10 FX Strategist Audrey Childe-Freeman and BI Chief Asia FX and Rates Strategist Stephen Chiu reflect on…
FICC FocusWestern Hemisphere Rates: Macro Matters
The yield curves in the US and Canadian dollar could invert more than any cycle since the early 1980s and the German government curve might not invert at all…
FICC FocusFixed Income Returns Turn Positive?: Global Fixed Income Forecasts
In this Global Fixed Income Return Forecast edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI EM Strategist Damian Sassower…
FICC FocusAssessing the Landscape for EM Private Equity: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Cate Ambrose, Chief Executive Officer…
FICC FocusCurrent Market Views & Litigation Claims: State of Distressed Debt
In this State of Distressed Debt edition, BI distressed credit analyst Philip Brendel, and Global Credit Strategy head Noel Hebert discuss the ongoing surge in…
FICC FocusAssessing the Impact of a U.S. Recession on Emerging Market Fixed Income: EM Lens
SPECIAL EPISODE | Risk of a U.S. recession is growing more likely, with the potential to impact valuations across EM asset classes. As Fed tightening, China…
FICC FocusPortfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens
SPECIAL EPISODE | After nearly four decades of dormant inflation, EM economies must now contend with rising price pressures and the possibility that they may…
FICC FocusHas the Dollar Peaked Yet?: FX Moment
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassoweris joined by Claudio Irigoyen, Head of Latin…
FICC FocusInflation & Populism in Latin America: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Claudio Irigoyen, Head of Latin…
FICC FocusMuni Bonds Discover the Blockchain: Masters of the Muniverse
Hosts, Eric Kazatsky and Amanda Albright, discuss new developments at the intersection of the sleepy municipal bond market and blockchain technologies. This…
FICC FocusCorporate Strategy: Macro Matters
In this Macro Matters edition, host and BI Chief US Interest Rate Strategist Ira Jersey is joined by Noel Hebert, BI Chief US Credit Strategist, and Angelo…
FICC FocusVolatility Landscape: All Options Considered
In this first edition of All Options Considered, Bloomberg radio host Caroline Hepker is joined by BI's Chief Global Derivatives Strategist Tanvir Sandhu and…
FICC FocusWhy Retail, Crypto Are Punishing Credit: Credit Chat
In this Credit Chat edition, Robert Schiffman is joined by BI credit analysts Mike Campellone and David Havens to discuss the increasing risks in the retail…
FICC FocusNew Distressed Debt Surge: State of Distressed Debt
In this State of Distressed Debt edition, Bloomberg News distressed debt reporter Eliza Ronalds-Hannon joins BI's bankruptcy litigation analyst Negisa Balluku…
FICC FocusAsset Class Selection: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Ben Emons, Managing Director of Global Macro Strategy at…
FICC FocusCurrency Peg & Developments in the U.S. dollar: FX Moment
In our Second FX Moment edition, host and BI Chief G10 FX Strategist Audrey Childe-Freeman and BI Chief Asia FX and Rates Strategist Stephen Chiu reflect on…
FICC FocusCredit Recession, Depression or Just Right?: Credit Chat
In this Credit Chat edition, BI Senior Credit Analyst Robert Schiffman is joined by Van Hesser, Senior Managing Director and Chief Strategist at Kroll Bond…
FICC FocusMortgage Market & Fed QT: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Erica Adelberg, BI Mortgage Strategist, and Angelo…
FICC FocusHigh Yield Fund Management with Pimco: Masters of the Muniverse
Eric Kazatsky and Amanda Albright discuss the worst start on record for municipal bonds and explore the key differences of active vs passive management for…
FICC FocusNew Debt Distressed Surge: State of Distressed Debt
In this State of Distressed Debt edition, Bloomberg News reporter Eliza Ronalds-Hannon joins BI distressed credit analyst Philip Brendel and Global Credit…
FICC FocusFed Shock, Not Awe: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Anna Wong, Bloomberg Economics Chief U.S. Economist…
FICC FocusEuro Focus: FX Moment
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities and currencies by Bloomberg Intelligence…
FICC FocusMay Fed Meeting Preview: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI Associate Interest Rate Strategist Angelo Manolatos…
FICC FocusPrivate Replacing Junk, Loans?: Credit Chat
In this Credit Chat edition, BI Senior Credit Analyst Robert Schiffman is joined by Bloomberg News' Olivia Raimonde, David Brooke and Rachel Butt to discuss…
FICC FocusSearching for EM Alpha? Ask the Experts: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by the Founder and CIO of Emso Asset…
FICC FocusAlgos Take Center in Liquidity Crunch: Masters of the Muniverse
Hosts, Eric Kazatsky and Amanda Albright, discuss algorithmic trading and increase in electronic tool usage in the municipal industry, with guests Marty…
FICC FocusPositive Returns Even with Hawkish Central Banks: Global Fixed Income Forecasts
In this inaugural Global Fixed Income Return Forecast edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI EM Strategist Damian…
FICC FocusIncora's New Financing & Toys R Us Litigation: State of Distressed Debt
In this State of Distressed Debt edition, Bloomberg News reporter Eliza Ronalds-Hannon joins BI distressed credit analyst Philip Brendel and Global Credit…
FICC FocusDe-Dollarization, FX, and Treasuries: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by BI Chief G10 FX Strategist Audrey Childe-Freeman and BI…
FICC FocusInflation and Geopolitical Risk Overstated?: Credit Chat
In this Credit Chat edition, Robert Schiffman is joined by BI credit analysts Jeroen Julius, Jody Lurie, Spencer Cutter and Mike Holland to discuss the risks…
FICC FocusPutin's War Has EM Creditors Singing Bond Market Blues: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Blaise Antin, Managing Director &…
FICC FocusHigh Yield Munis featuring John Miller of Nuveen: Masters of the Muniverse
Months long spikes in rate volatility has adversely impacted the municipal market in 2022. One of the positives to come of this sea change is that credit may…
FICC FocusWhat's Next For the Fed?: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Anna Wong, Bloomberg Economics Chief U.S. Economist, and…
FICC FocusRussia-Ukraine War on Distressed Supply: State of Distressed Debt
In this State of Distressed Debt edition, BI distressed credit analyst Philip Brendel and Global Credit Strategy head Noel Hebert contemplate how long the lull…
FICC FocusRussia's EM Fallout: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Damian Sassower, Bloomberg Intelligence EM Credit…
FICC FocusRestrictive Monetary Policies & Sustainable Finance: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Dr. Fabio Natalucci, IMF Deputy…
FICC FocusBitcoin's Growing Influence on Credit: Credit Chat
In this Credit Chat edition, Robert Schiffman is joined by credit analysts David Havens and Himanshu Bakshi and BI's senior commodity strategist, Mike McGlone…
FICC FocusSMA Changing the Game in Muniland: Masters of the Muniverse
In this latest episode of Masters of the Muniverse, Eric Kazatsky and Amanda Albright discuss the changing landscape of muni buyers with our guest is Sylvia…
FICC FocusMulti-Asset Investing: Macro Matters
In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Lauren Goodwin, Investments Economist and Strategist at…
FICC FocusVolatility and Declines in Treasuries: State of Distressed Debt
In this State of Distressed Debt edition, BI distressed credit analyst Philip Brendel and Global Credit Strategy head Noel Hebert discuss why volatility and…