Castuner
Submit a 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.

Listen in your app

Episodes

625 episodes

  1. Macro Matters: Northern Trust’s Bahuguna on AI and Equities 23:32
  2. Credit Crunch: PGIM Credit’s Peters on Convergence, Crowding Out 55:24
  3. All Options Considered: Is 100 High for Rates Volatility? 9:55
  4. Credit Crunch: Waterfall’s Cuby on ABF and the European Consumer 55:24
  5. Macro Matters: Buckler’s Lazar on Repo, Clearing and the Fed 27:29
  6. Credit Crunch: Around the World of Global Credit in 60 Minutes 49:42
  7. Masters of the Muniverse: Why Boring Munis Have Rarely Paid More 57:06
  8. FX Moment: Structural Yuan Bull Run vs Unsolved Yen Bull Puzzle 21:25
  9. Macro Matters: Wellington’s Medeiros on the Fed and 2027 Risks 21:34
  10. State of Distressed: Bloomberg’s Diaz-Matos on LME Whack-a-Mole 1:26:00
  11. Macro Matters: Pimco’s Clarida on Fed Policy and Balance Sheet 24:11
  12. Credit Crunch: Investor Survey 4Q - Rate Bears Hoard Rally Cash 36:24
  13. FICC Focus Special: Barings' Slaven Is Cautious on Complexity 27:04
  14. Macro Matters: Rabobank’s Lawrence on Rates and Global Markets 21:06
  15. Credit Crunch: Ellington’s Vranos on MBS Innovation and Alpha 56:55
  16. State of Distressed: Latham’s Sobolewski on Evolving LME Tactics 1:24:40
  17. Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets 22:17
  18. Macro Matters: Post-Fed Thoughts From BI Rates Strategist Jersey 9:18
  19. Credit Crunch: Manulife’s Purdie on AI, ESG and Relative Value 1:01:21
  20. FX Moment: The Fed Meeting & What It Means for Bonds, the Dollar 15:43
  21. Macro Matters: Insight Investment’s Murphy on Fixed Income 20:01
  22. All Options Considered: Bond Volatility, USD/JPY and Gas Tail Risk 7:16
  23. EM Lens: Global X’s Dorson Shines Spotlight on EM Equities, FX 28:51
  24. Macro Matters: Barclays’ Meaning on UK Rates, Inflation, Growth 19:14
  25. EM Lens: Sandglass’ Lozovsky Reinforces Bullish EM Narrative 22:13
  26. Macro Matters: MetLife’s Matus on Fed Policy, AI and Markets 25:35
  27. Credit Crunch: Around the World of Global Credit in 60 Minutes 58:19
  28. State of Distressed: Burian, Stark on the Preordained Bankruptcy 1:34:12
  29. Macro Matters: Mariner CIO E.G. Fisher on Liquidity and Credit 31:48
  30. Masters of the Muniverse: JPMorgan and the Muni SMA Revolution 1:10:19
  31. Credit Crunch: Barings’ Yan on Outlook for Portfolio Finance 54:33
  32. Macro Matters: US Economic Outlook With Natixis’ Hodge 18:58
  33. Credit Crunch: New Fed Watch as Rates, Not Spreads Drive Credit 38:35
  34. All Options Considered: Lessons From Korea’s ETF Volatility 12:05
  35. Credit Crunch: Principal’s Goosay on Credit Relative Value Setup 1:01:24
  36. EM Lens: GMO’s Courmes Steers EM Local Bond Bulls 26:32
  37. Macro Matters: Invesco’s Brignac on Liquidity, Fed Balance Sheet 22:51
  38. FX Moment: Dollar-Yen Bearish Push Needs US Data Validation Next 27:57
  39. Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst 54:40
  40. Macro Matters: BE’s Anna Wong on Warsh and Fed Communication 16:35
  41. EM Lens: Identifying Alpha Opportunities in EM Equities 30:08
  42. Credit Crunch: Bright Meadow’s Rilander on MBS, Housing Policy 48:32
  43. Macro Matters: Invesco’s Levitt on Equities, Rates and Oil 22:28
  44. EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook 23:09
  45. Macro Matters: BI’s Adelberg on Housing, MBS and Prepay Risk 23:02
  46. All Options Considered: Equity Derivatives With Susquehanna 12:49
  47. Credit Crunch: Xponance’s McElreath on Credit Inefficiencies 59:33
  48. State of Distressed Debt: C Street CEO Henes on Board Dynamics 1:53:13
  49. Macro Matters: Stanford’s Duffie on Fed Balance-Sheet Limits 25:35
  50. FX Moment: US Fundamentals Set Up Early 2H Dollar Revival 25:07