FICC Focus

12
Investing #228

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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Recent Episodes
  • Navigating Crypto Volatility: All Options Considered
    May 6, 2025 – 16:44
  • Reasons to Believe in Better Canadian Dollar Fortunes: FX Moment
    May 1, 2025 – 17:58
  • AI Is Coming in Hot to Muniland: Masters of the Muniverse
    Apr 28, 2025 – 40:07
  • Crayhill’s Mendez Speaks on Defensive ABL Appeal: Credit Crunch
    Apr 24, 2025 – 01:00:45
  • Managing Through Volatility With Sonal Desai: Macro Matters
    Apr 17, 2025 – 32:05
  • Davis Polk’s Tsiouris on Next LME Act: State of Distressed Debt
    Apr 16, 2025 – 27:38
  • Tariffs and Volatility Flash Update: All Options Considered
    Apr 14, 2025 – 08:40
  • SCP’s Perkins on Middle-Market Workouts: State of Distressed Debt
    Apr 12, 2025 – 01:34:31
  • Looking Through Tariffs, With Principal’s Shah: Macro Matters
    Apr 11, 2025 – 18:44
  • Metacapital’s Narula on Mortgage Market Shakiness: Credit Crunch
    Apr 10, 2025 – 01:00:16
  • Andersen’s Natalucci on Fallout in Financial Plumbing: EM Lens
    Apr 9, 2025 – 22:13
  • High Yield 2Q Investor Survey, Views Amid Tariffs: Credit Crunch
    Apr 9, 2025 – 37:22
  • Orion's Lewnowski on Mining and Commodity Outlook: Credit Crunch
    Apr 4, 2025 – 52:10
  • Tariffs, Bonds, and Dollars With James Grant: Macro Matters
    Apr 3, 2025 – 32:35
  • US Tariffs and FX Effects - What You Need to Know: FX Moment
    Apr 1, 2025 – 20:04
  • Leste’s Gennari Is Leaning Into Real Estate Credit: FICC Special
    Mar 31, 2025 – 20:29
  • BlackRock’s Rosenberg on Systematic Multi-Strat: Credit Crunch
    Mar 28, 2025 – 01:11:06
  • Bloomberg Volatility Forum London 2025 Part II: All Options Considered
    Mar 27, 2025 – 41:55
  • Bloomberg Volatility Forum London 2025: All Options Considered
    Mar 24, 2025 – 59:47
  • A ‘Generational Opportunity’ in Munis: Masters of the Muniverse
    Mar 21, 2025 – 36:39
  • Chilton’s Horan on Fed, Economy and Bonds: Macro Matters
    Mar 20, 2025 – 30:51
  • New Mountain’s Holson on Defensive Direct Lending: Credit Crunch
    Mar 15, 2025 – 49:28
  • Tariffs, Debt Brake, Fed and ECB Impact on Credit: Credit Crunch
    Mar 12, 2025 – 42:43
  • Anchorage’s McGrath Breaks Down LMEs: State of Distressed
    Mar 5, 2025 – 01:47:30
  • Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
    Mar 4, 2025 – 31:31
  • Dollar at Crossroads as Tariffs, Growth Path Evolve: FX Moment
    Mar 1, 2025 – 24:40
  • Delos’ Lefkovits on Private Credit, Default Trend: Credit Crunch
    Feb 28, 2025 – 54:15
  • CRE Sentiment and Risks with CREFC’s Pendergast: Macro Matters
    Feb 27, 2025 – 37:43
  • Gemcorp CEO Delivers Masterclass in EM Private Credit: EM Lens
    Feb 24, 2025 – 22:34
  • VIX, Rates Vol, Gold With Susquehanna: All Options Considered
    Feb 21, 2025 – 18:13
  • Catastrophe Bonds & Extreme Events With Man AHL: Credit Crunch
    Feb 18, 2025 – 01:01:16
  • Sustainability Makes SMAs Tick: Masters of the Muniverse
    Feb 14, 2025 – 45:48
  • Dissecting Fixed Income With Wellington’s Khurana: Macro Matters
    Feb 13, 2025 – 32:46
  • Derrough on Restructuring’s 3D Chess: State of Distressed Debt
    Feb 8, 2025 – 01:53:02
  • High Yield 1Q Investor Survey, Europe vs. US Views: Credit Crunch
    Feb 7, 2025 – 33:40
  • Tariff Mercy Helps Sterling, but Cyclical Pain Stays: FX Moment
    Feb 5, 2025 – 21:02
  • Global Central Bank Review and Geopolitical Risks: Macro Matters
    Jan 30, 2025 – 41:15
  • Arini’s Lemssouguer on Dislocated European Credit: Credit Crunch
    Jan 27, 2025 – 57:47
  • Crypto, Multi-Asset Volatility With CBOE: All Options Considered
    Jan 24, 2025 – 15:34
  • Benefit Street’s Byrne on Multifamily CRE Appeal: Credit Crunch
    Jan 21, 2025 – 01:01:01
  • Muni Road Ahead Looks Bright: Masters of the Muniverse
    Jan 17, 2025 – 44:49
  • Debts, Deficits and Bonds With Schwab’s Jones: Macro Matters
    Jan 16, 2025 – 23:40
  • Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch
    Jan 15, 2025 – 47:44
  • HSBC’s Kettner Is Leaning Into High-Beta Asset Classes: EM Lens
    Jan 14, 2025 – 26:01
  • Waterfall’s Raghavan on CRE’s Outlook: State of Distressed Debt
    Jan 13, 2025 – 01:50:06
  • PineBridge’s Oh on Favorable Credit Environment: Credit Crunch
    Jan 10, 2025 – 01:03:08
  • No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment
    Jan 7, 2025 – 22:09
  • Diamond Hill’s Song on Credit Outlook, Landscape: Credit Crunch
    Dec 27, 2024 – 01:01:52
  • Middle-Market Lending With Marathon’s Lueker: Credit Crunch
    Dec 23, 2024 – 59:11
  • Market Outlook Post December FOMC With Ben Emons: Macro Matters
    Dec 19, 2024 – 25:37
Recent Reviews
  • Forty Acres
    Learn things
    Appreciate the views shared in interviews and event reviews. Always learning more intracacies of various FI segments.
  • BillyJeffyWatty
    Good pad Kaz
    Well done on municipal bonds
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