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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.

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Episodis

628 episodis

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