FICC Focus

By Bloomberg Intelligence

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Episodes: 487

Description

FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.

Episode Date
EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform
Dec 12, 2025
FICC Special: Harbor’s Litton Talks US Commercial Real Estate
Dec 11, 2025
Credit Crunch: Around the World of Global Credit in 60 Minutes
Dec 10, 2025
Global BIFX Team Shares Strongest FX Views into 2026: FX Moment
Dec 10, 2025
State of Distressed Debt: Jennifer Selendy on LME Battles, Antitrust
Dec 08, 2025
Macro Matters: BI Rates 2026 US Treasury Market Outlook
Dec 04, 2025
Credit Crunch: Views from Above - How to Think Credit at Tights?
Nov 28, 2025
Credit Crunch: Where AI Fits With Cognitive Credit’s Rob Slater
Nov 24, 2025
Macro Matters: Global Asset Allocation With Stephen Dover
Nov 20, 2025
Credit Crunch: Sound Point's Steve Ketchum on Credit's Revolution
Nov 17, 2025
Credit Crunch: Credit Clubs, Sovereign Crises, AT1s vs. Hybrids
Nov 12, 2025
Credit Crunch: Akin’s Ramanathan on Capital Solutions
Nov 10, 2025
State of Distressed Debt: Houlihan Lokey’s Tuck Hardie Is Back
Nov 07, 2025
All Options Considered: Bloomberg Volatility Forum NYC 2025, Part II
Nov 06, 2025
FX Moment: Fiscal Strain Leaves No Way Out of Sterling Bear Trap
Nov 05, 2025
All Options Considered: Bloomberg Volatility Forum NYC 2025
Nov 04, 2025
Credit Crunch: New Mountain’s Kaplan on Net-Lease Landscape
Nov 03, 2025
FICC Focus: Newmark’s Hinton on US Commercial Real-Estate Outlook
Oct 31, 2025
Macro Matters: US and Canada Monetary Policy Recap and Outlook
Oct 30, 2025
Credit Crunch: Corbin Capital’s Cocke on Value in Fixed Income
Oct 29, 2025
Macro Matters: Trade and Fed With Fed Watch Advisors’ Emons
Oct 23, 2025
State of Distressed Debt: Cadwalader’s Mintz on Recent LME Litigation
Oct 20, 2025
Macro Matters: Gold and Gold Stocks With Merk Investments CIO
Oct 16, 2025
Credit Crunch: Investor Survey, France, Trade War and 4Q Outlook
Oct 14, 2025
All Options Considered: Equity Derivatives With Susquehanna
Oct 10, 2025
Macro Matters: ABS Market Review With BI’s Rod Chadehumbe
Oct 09, 2025
FX Moment: Mizuho's Rochester on the Yen
Oct 08, 2025
EM Lens: From Risk to Resilience With Andersen’s Natalucci
Oct 07, 2025
Macro Matters: All Things Rates with BofA Strategist Swiber
Oct 02, 2025
Credit Crunch: Rithm’s Nierenberg on M&A, Recasting Perceptions
Sep 29, 2025
Macro Matters: Mortgage-Market Update With BI’s Erica Adelberg
Sep 25, 2025
All Options Considered: Volatility of NFT Art - View from Christie's
Sep 19, 2025
Macro Matters: Global Central-Bank Meetings Review — Rates Recap
Sep 18, 2025
Credit Crunch: Adams Street’s Diehl on Trends in Private Capital
Sep 15, 2025
State of Distressed: Joele Frank’s Freitag on Distressed Liaisons
Sep 13, 2025
EM Lens: Risk Appetite Is Improving, Capital Flows to Follow
Sep 12, 2025
Macro Matters: Federated Hermes Gallo on Fixed Income Outlook
Sep 11, 2025
Credit Crunch: France, Tariffs, Fed, UK: Credit Always Resilient
Sep 10, 2025
Masters of the Muniverse: Munis Await Institutional Backstop
Sep 09, 2025
Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam
Sep 04, 2025
FX Moment: Bank of Nassau’s Thin Sees Dollar Leg Lower Into Fall
Sep 03, 2025
FICC Special: A Primer on Property Lending With Varde's Dunbar
Sep 01, 2025
Macro Matters: Who Benefits From Defense Burden-Sharing?
Aug 28, 2025
Credit Crunch: Significant Risk Transfers Feeding Private Credit
Aug 27, 2025
All Options Considered: Perception of UK's Outlook vs. Reality
Aug 26, 2025
Credit Crunch: Palmer Square’s Bloomfield on Traditional, Static CLOs
Aug 25, 2025
International Rates Alpha With Invesco’s Baijal: Macro Matters
Aug 21, 2025
Credit Crunch: Around the World of Global Credit in 60 Minutes
Aug 20, 2025
Masters of the Muniverse: Inside Muni Strategy With Jason Hannon
Aug 19, 2025
Credit Crunch: Apollo’s Cortese on Credit Trading, IG Privates
Aug 18, 2025
EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer
Aug 15, 2025
Macro Matters: Inflation Pricing With JPMorgan’s Phoebe White
Aug 14, 2025
Credit Crunch: Vontobel’s Jackson Talks Credit Relative Value
Aug 11, 2025
State of Distressed Debt: Axar’s Axelrod Keeping Loan-to-Own Alive
Aug 08, 2025
Macro Matters: Secular Macro Trends With Invesco’s Brian Levitt
Aug 07, 2025
Dollar Bear Views Hold and Recent Rally Already Over: FX Moment
Aug 06, 2025
Real Estate Private Credit With Madison’s Zegen: FICC Special
Aug 01, 2025
BlackRock’s Brownback on Global Fixed Income: Macro Matters
Jul 31, 2025
Mortgage Market Update With BI’s Erica Adelberg: Macro Matters
Jul 24, 2025
ICG’s Saitowitz on Landscape, Outlook for CLOs: Credit Crunch
Jul 21, 2025
Ninety One’s Kent on Blurring Lines Between EM and DM: EM Lens
Jul 18, 2025
Stablecoin Regulation Update With Nathan Dean: Macro Matters
Jul 17, 2025
Oaktree’s Rosenfelt on LME Tensions: State of Distressed Debt
Jul 14, 2025
BI’s Huw Worthington, Ira Jersey Talk G3+ Rates: Macro Matters
Jul 10, 2025
Investor Survey, Trade War and Dollar, 2H Outlook: Credit Crunch
Jul 09, 2025
Rates Volatility With Quadratic’s Davis: All Options Considered
Jul 03, 2025
Euro-Dollar 2H Bullish View May Get Cyclical Support: FX Moment
Jul 02, 2025
Stablecoins’ Appetite for T-Bills, ESLR Reform: Macro Matters
Jun 26, 2025
Barings’ Bryan High on Adjusting to Volatility: Credit Crunch
Jun 23, 2025
Fed Thoughts With BI Rates Strategist Ira Jersey: Macro Matters
Jun 20, 2025
Liquidity and Central Bank Reserves with Matt King: All Options Considered
Jun 18, 2025
Charlesbank’s Hau on Playing to Your Strengths: Credit Crunch
Jun 16, 2025
CGI’s Jamison on Emerging-Market Opportunities, Risks: EM Lens
Jun 13, 2025
SVP's Geenberg on Distressed Turnarounds: State of Distressed Debt
Jun 13, 2025
The Price of Football With Kieran Maguire: Macro Matters
Jun 12, 2025
Sail Tariff, Default Seas with Alternative Credit: Credit Crunch
Jun 10, 2025
Monroe’s Koenig on Navigating Risk Amid Growth: Credit Crunch
Jun 07, 2025
US Debt Dynamics, Hard Data May Shape 2H Dollar Bears: FX Moment
Jun 06, 2025
Sue Hill on T-Bill Scarcity and Central Clearing: Macro Matters
Jun 05, 2025
Canyon’s Potts Leans Into CRE Complexity Premium: FICC Special
Jun 04, 2025
Canyon’s Kivitz on Cycles, Risk and Uncertainty: Credit Crunch
May 29, 2025
Bond Tax Exemption Lives On, for Now: Masters of the Muniverse
May 24, 2025
Fiscal Policy vs. the Bond Market - Who Breaks?: Macro Matters
May 22, 2025
Gibson Dunn’s Greenberg Unpacks Co-Ops: State of Distressed Debt
May 16, 2025
Trade War Easing, Wide Spreads Aid Credit Outlook: Credit Crunch
May 14, 2025
Carronade’s Gropper on Investing: State of Distressed Debt
May 13, 2025
Andy Constan on Fed Policy and Bond Market Myths: Macro Matters
May 09, 2025
Navigating Crypto Volatility: All Options Considered
May 06, 2025
Reasons to Believe in Better Canadian Dollar Fortunes: FX Moment
May 01, 2025
AI Is Coming in Hot to Muniland: Masters of the Muniverse
Apr 28, 2025
Crayhill’s Mendez Speaks on Defensive ABL Appeal: Credit Crunch
Apr 24, 2025
Managing Through Volatility With Sonal Desai: Macro Matters
Apr 17, 2025
Davis Polk’s Tsiouris on Next LME Act: State of Distressed Debt
Apr 16, 2025
Tariffs and Volatility Flash Update: All Options Considered
Apr 14, 2025
SCP’s Perkins on Middle-Market Workouts: State of Distressed Debt
Apr 12, 2025
Looking Through Tariffs, With Principal’s Shah: Macro Matters
Apr 11, 2025
Metacapital’s Narula on Mortgage Market Shakiness: Credit Crunch
Apr 10, 2025
Andersen’s Natalucci on Fallout in Financial Plumbing: EM Lens
Apr 09, 2025
High Yield 2Q Investor Survey, Views Amid Tariffs: Credit Crunch
Apr 09, 2025
Orion's Lewnowski on Mining and Commodity Outlook: Credit Crunch
Apr 04, 2025
Tariffs, Bonds, and Dollars With James Grant: Macro Matters
Apr 03, 2025
US Tariffs and FX Effects - What You Need to Know: FX Moment
Apr 01, 2025
Leste’s Gennari Is Leaning Into Real Estate Credit: FICC Special
Mar 31, 2025
BlackRock’s Rosenberg on Systematic Multi-Strat: Credit Crunch
Mar 28, 2025
Bloomberg Volatility Forum London 2025 Part II: All Options Considered
Mar 27, 2025
Bloomberg Volatility Forum London 2025: All Options Considered
Mar 24, 2025
A ‘Generational Opportunity’ in Munis: Masters of the Muniverse
Mar 21, 2025
Chilton’s Horan on Fed, Economy and Bonds: Macro Matters
Mar 20, 2025
New Mountain’s Holson on Defensive Direct Lending: Credit Crunch
Mar 15, 2025
Tariffs, Debt Brake, Fed and ECB Impact on Credit: Credit Crunch
Mar 12, 2025
Anchorage’s McGrath Breaks Down LMEs: State of Distressed
Mar 05, 2025
Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
Mar 04, 2025
Dollar at Crossroads as Tariffs, Growth Path Evolve: FX Moment
Mar 01, 2025
Delos’ Lefkovits on Private Credit, Default Trend: Credit Crunch
Feb 28, 2025
CRE Sentiment and Risks with CREFC’s Pendergast: Macro Matters
Feb 27, 2025
Gemcorp CEO Delivers Masterclass in EM Private Credit: EM Lens
Feb 24, 2025
VIX, Rates Vol, Gold With Susquehanna: All Options Considered
Feb 21, 2025
Catastrophe Bonds & Extreme Events With Man AHL: Credit Crunch
Feb 18, 2025
Sustainability Makes SMAs Tick: Masters of the Muniverse
Feb 14, 2025
Dissecting Fixed Income With Wellington’s Khurana: Macro Matters
Feb 13, 2025
Derrough on Restructuring’s 3D Chess: State of Distressed Debt
Feb 08, 2025
High Yield 1Q Investor Survey, Europe vs. US Views: Credit Crunch
Feb 07, 2025
Tariff Mercy Helps Sterling, but Cyclical Pain Stays: FX Moment
Feb 05, 2025
Global Central Bank Review and Geopolitical Risks: Macro Matters
Jan 30, 2025
Arini’s Lemssouguer on Dislocated European Credit: Credit Crunch
Jan 27, 2025
Crypto, Multi-Asset Volatility With CBOE: All Options Considered
Jan 24, 2025
Benefit Street’s Byrne on Multifamily CRE Appeal: Credit Crunch
Jan 21, 2025
Muni Road Ahead Looks Bright: Masters of the Muniverse
Jan 17, 2025
Debts, Deficits and Bonds With Schwab’s Jones: Macro Matters
Jan 16, 2025
Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch
Jan 15, 2025
HSBC’s Kettner Is Leaning Into High-Beta Asset Classes: EM Lens
Jan 14, 2025
Waterfall’s Raghavan on CRE’s Outlook: State of Distressed Debt
Jan 13, 2025
PineBridge’s Oh on Favorable Credit Environment: Credit Crunch
Jan 10, 2025
No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment
Jan 07, 2025
Diamond Hill’s Song on Credit Outlook, Landscape: Credit Crunch
Dec 27, 2024
Middle-Market Lending With Marathon’s Lueker: Credit Crunch
Dec 23, 2024
Market Outlook Post December FOMC With Ben Emons: Macro Matters
Dec 19, 2024
How Big Banks See 2025’s Muni Outlook: Masters of the Muniverse
Dec 18, 2024
KKR’s Pietrzak on Private Credit Scale, Value: Credit Crunch
Dec 13, 2024
2025 High Grade and High Yield Outlook, US vs. EU: Credit Crunch
Dec 11, 2024
Do EM Country Fundamentals Really Even Matter Anymore?: EM Lens
Dec 10, 2024
The Year Ahead in Rates, Credit and Currencies
Dec 09, 2024
Bain’s Rufino on Special Sits Strategy: State of Distressed Debt
Dec 06, 2024
ABS 2025 Market Dynamics With BI’s Rod Chadehumbe: Macro Matters
Dec 05, 2024
Shifting EM Backdrop Will Breed Both Winners and Losers: EM Lens
Dec 04, 2024
No Existential Euro Risk, But It's Not a Rosy Picture: FX Moment
Dec 03, 2024
Volatility Bite-Size: All Options Considered
Nov 29, 2024
NAV Lending Prospects With Crestline’s Philipp: Credit Crunch
Nov 26, 2024
Crews & Associates’ Mulholland on Treasury Market: Macro Matters
Nov 25, 2024
Navigating CLO Equity With Eagle Point’s Majewski: Credit Crunch
Nov 22, 2024
The Intersection of AI and Muniland: Masters of the Muniverse
Nov 20, 2024
Beach Point’s Sauer on LMEs, Coops: State of Distressed Debt
Nov 14, 2024
US vs. EU Credit Gaps On Election and Rate Cuts: Credit Crunch
Nov 12, 2024
Deficits, Regulations, and Taxes with Nathan Dean: Macro Matters
Nov 11, 2024
Enjoy Dollar Bull US Narrative, With No Complacency: FX Moment
Nov 09, 2024
Unpacking Growth and Inflation Projections With the IMF: EM Lens
Nov 01, 2024
UBS’ Sabatino on Fed Liquidity and SEC Regulation: Macro Matters
Oct 31, 2024
Using Technology to Go Odd-Lot Hunting: Masters of the Muniverse
Oct 29, 2024
Listen Now: Inside Active by Bloomberg Intelligence
Oct 27, 2024
400 Capital’s Hentemann on Securitization Market: Credit Crunch
Oct 25, 2024
Barings’ Ockerbloom Sees Opportunity in Real Estate: EM Lens
Oct 23, 2024
Antares’ Mathew on Direct Lending’s Advantages: Credit Crunch
Oct 21, 2024
Active Muni ETFs Are a Brave New World: Masters of the Muniverse
Oct 18, 2024
Abrdn’s McCann on Fed Narratives and Fiscal Risks: Macro Matters
Oct 17, 2024
Polen Capital on Its Multiasset Solutions Outlook: Credit Crunch
Oct 16, 2024
High Yield 4Q Investor Survey, Europe vs. US View: Credit Crunch
Oct 15, 2024
Mercer’s Nuzum: Lean Into Emerging and Frontier Markets: EM Lens
Oct 14, 2024
Nouriel Roubini on Policy Stimulus, Stagflation & Geopolitical Risk: FICC Focus Special
Oct 11, 2024
Bloomberg Volatility Forum NYC 2024: All Options Considered
Oct 10, 2024
BlackRock’s Lynam Constructive on Credit Outlook: Credit Crunch
Oct 07, 2024
JFW’s Jon Weber on Post-Reorg Boards: State of Distressed Debt
Oct 04, 2024
State of US Systemic Risks with DiMartino Booth: Macro Matters
Oct 03, 2024
China Stimulus No FX Game Changer After Cyclical Lift: FX Moment
Oct 01, 2024
FS Investments’ Beckman on Opportunistic Credit: Credit Crunch
Sep 27, 2024
Rate Volatility and Central Banks: All Options Considered
Sep 25, 2024
Vontobel’s Jackson on Outlook for Global Fixed Income: EM Lens
Sep 24, 2024
SVP’s Woltery on Opportunity in Europe: State of Distressed Debt
Sep 20, 2024
Unemployment at 5% May Escalate Fed’s Rate Cuts: Macro Matters
Sep 19, 2024
The Future of Financial Research, With BI’s Dwyer: Macro Matters
Sep 16, 2024
Solutions in a Changing Muni Landscape: Masters of the Muniverse
Sep 13, 2024
Are Spreads Pricing Fed, ECB Cuts for Perfection?: Credit Crunch
Sep 12, 2024
US Politics Could Soon Revive De-Dollarization Talk: FX Moment
Sep 03, 2024
VIX at 65, MOVE Above 100: All Options Considered
Aug 30, 2024
Schroders’ Graham Seeks Alpha in EM Corporate Credit: EM Lens
Aug 29, 2024
Rethinking Macro Credit Patterns via BI STRTE: Credit Crunch
Aug 27, 2024
How Canada’s Economy, Rates Have Diverged From US: Macro Matters
Aug 22, 2024
Johnston on Credit-Research Data Tools: Masters of the Muniverse
Aug 20, 2024
SLR Cofounders on Specialty Financing Advantages: Credit Crunch
Aug 13, 2024
Sprayregen on Restructuring Landscape: State of Distressed Debt
Aug 08, 2024
BIoomberg Intelligence on the Great Dollar-Yen Unwind: FX Moment
Aug 06, 2024
Future of Fed Policy Changes and Fiscal Scenarios: Macro Matters
Aug 02, 2024
Election Puts Muniland in Its Sights: Masters of the Muniverse
Jul 31, 2024
Systematic Credit Growth Seen by Insight’s Benson: Credit Crunch
Jul 29, 2024
Bonds Are Not Vegetables Says HSBC’s Steven Major: Macro Matters
Jul 27, 2024
Fed Easing Cycles and Unsustainable Fiscal Policy: Macro Matters
Jul 25, 2024
Central Bank Reserves, Markets, Bitcoin: All Options Considered
Jul 23, 2024
Shorecliff’s Nachman on Launching, Running a Fund: Credit Crunch
Jul 19, 2024
HSBC’s Ulgen on Emerging-Market Fundamentals, Sentiment: EM Lens
Jul 17, 2024
High Yield 3Q Investor Survey, View Ahead of Cuts: Credit Crunch
Jul 16, 2024
Global Elections Permeate Sovereign Bond Markets: Macro Matters
Jul 11, 2024
Time to Forget French Politics, Focus on the US Race: FX Moment
Jul 10, 2024
Jacoby on Purdue’s Impact; Uptier Rows: State of Distressed Debt
Jul 03, 2024
Bittersweet Farewell to BN’s Joe Mysak: Masters of the Muniverse
Jun 28, 2024
US Economic, Rates Outlook with BE’s Stuart Paul: Macro Matters
Jun 27, 2024
TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens
Jun 19, 2024
Pretium’s Ouderkirk on Accessing the CLO Market: Credit Crunch
Jun 18, 2024
Matt Doheny on Investing, Yellow, and FTX: State of Distressed Debt
Jun 14, 2024
G3+ Central Bank, Currency, Interest Rate Outlook: Macro Matters
Jun 13, 2024
Can Start of Rate Cuts Keep Credit Spreads Tight?: Credit Crunch
Jun 11, 2024
US Election Pricing, Income Funds: All Options Considered
Jun 07, 2024
BoC, Loonie Give Dollar-Bears a Plan B Till Fed Turns: FX Moment
Jun 05, 2024
Global Economic Decoupling With MKP’s McMahon: Macro Matters
May 30, 2024
Technological Advancement in Muni SMAs: Masters of the Muniverse
May 28, 2024
17Capital's de Selancy on NAV Lending Expansion: Credit Crunch
May 24, 2024
Rabobank’s Lawrence on Investing in a ‘New’ Old World: EM Lens
May 17, 2024
PIMCO’s Jerome Schneider on Money-Market Dynamics: Macro Matters
May 16, 2024
High Yield 2Q Investor Survey, Loan vs. Bond View: Credit Crunch
May 14, 2024
Katten’s Winters on Distressed Governance: State of Distressed Debt
May 11, 2024
BOJ Intervention Alone Won't Turn Dollar-Yen Fortunes: FX Moment
May 09, 2024
Special Situations Landscape With Polus’ Dafforn: Credit Crunch
May 06, 2024
Geopolitics, Biden vs. Trump and Markets: All Options Considered
May 03, 2024
Fed Balance Sheet Runoff and Treasury Issuance: Macro Matters
May 02, 2024
IMF’s Natalucci and Wu on Risks to Financial Stability: EM Lens
Apr 30, 2024
The Economy, the Fed, and the Mortgage Market: Macro Matters
Apr 25, 2024
Rate-Cut Delays Wounded Credit - How Much Longer?: Credit Crunch
Apr 23, 2024
Yieldstreet’s CIO on Opening Up Alternatives: Credit Crunch
Apr 19, 2024
Blind Spots in Active Muni Management: Masters of the Muniverse
Apr 17, 2024
Arena's Zwirn on Flexibilty in Special Situations: Credit Crunch
Apr 15, 2024
US Rate Markets Refresh After Two Weeks of Mayhem: Macro Matters
Apr 12, 2024
Euro-Dollar Parity Talk, Dollar-Yuan, Intra-Asia FX: FX Moment
Apr 10, 2024
Volatility Forum 2024 Part II: All Options Considered
Apr 08, 2024
Ken Feinberg on Mass Tort Mediation: State of Distressed Debt
Apr 05, 2024
DiNapoli on NY and Taxpayer Migration: Masters of the Muniverse
Mar 30, 2024
Volatility Forum 2024: All Options Considered
Mar 28, 2024
Chatterjee on Carrying in a Low-Volatility Beta Regime: EM Lens
Mar 26, 2024
Mid-Market Lending With Jim Fellows, First Eagle: Credit Crunch
Mar 23, 2024
Powell’s Dovish March Surprise With Anna Wong: Macro Matters
Mar 21, 2024
Muni Manager’s Active Focus Bucks Tide: Masters of the Muniverse
Mar 15, 2024
Is Credit Too Tight On Low Defaults and Rate Cuts?: Credit Crunch
Mar 12, 2024
Houlihan Lokey's Hardie on Yet-to-Crest Wave of Distressed Debt: State of Distressed Debt
Mar 09, 2024
Treasury Market Updates With AmeriVet’s Faranello: Macro Matters
Mar 08, 2024
What's Next for the Swiss Economy, the SNB and Franc?: FX Moment
Mar 06, 2024
JP Morgan’s Maciunas on Shifting Demand for MBS: Macro Matters
Feb 29, 2024
Driving Illiquid Muni Pricing with AI: Masters of the Muniverse
Feb 28, 2024
SocGen’s Kalen Remains Upbeat on Emerging Market Carry: EM Lens
Feb 27, 2024
Acadian’s Richardson Dives Into Systematic Credit: Credit Crunch
Feb 23, 2024
Bitcoin ETFs, 0DTEs With CBOE: All Options Considered
Feb 19, 2024
Inflation and Policy Pivots with Seth Carpenter: Macro Matters
Feb 15, 2024
High Yield 1Q24 Investor Survey and Outlook: Credit Crunch
Feb 13, 2024
Akin’s Abid Qureshi; BI on WeWork, Gol: State Of Distressed Debt
Feb 12, 2024
Man Group’s Moniot on Rise of Credit Risk Sharing: Credit Crunch
Feb 09, 2024
Here We Go Again -- Dollar Bulls Back in Charge: FX Moment
Feb 07, 2024
Unpacking January’s FOMC Meeting With BE’s Wong: Macro Matters
Feb 01, 2024
Game-Planning 2024 Election Impacts: Masters of the Muniverse
Jan 30, 2024
Blue Owl’s Packer on Direct Lending’s Long Runway: Credit Crunch
Jan 26, 2024
State of Fixed Income, With UBS’ Bobby Martin: Macro Matters
Jan 22, 2024
Easing Cycle and Cross-Asset Volatility: All Options Considered
Jan 22, 2024
G3+ Deep Dive Summary — Asynchronous Rate Cycle: Macro Matters
Jan 17, 2024
Keep Calm, Carry On with Leveraged Loans and CLOs: Credit Crunch
Jan 16, 2024
Canyon’s Sheffield; Latest on Rite Aid, Audacy & More: State of Distressed Debt
Jan 13, 2024
Looking at G-10 FX Prospects in a Weak-Dollar World: FX Moment
Jan 12, 2024
Identifying Alpha Opportunities in EM Rates, Credit and Foreign Exchange: EM Lens
Jan 10, 2024
Fed’s Lips Are Getting Looser, Says Mike McKee: Macro Matters
Jan 04, 2024
Looking Ahead and Reflecting on Rates, Credit and Currencies: FICC Focus
Dec 28, 2023
Volatility Wrapped - Key Themes of 2023: All Options Considered
Dec 21, 2023
KKR’s Pietrzak on Private Credit Filling the Void: Credit Crunch
Dec 19, 2023
2023 in Rearview, How Banks See 2024: Masters of the Muniverse
Dec 15, 2023
Fed’s Dovish Surprise With BE’s Stuart Paul: Macro Matters
Dec 14, 2023
Carronade Capital’s Andy Taylor; Purdue at SCOTUS Takeaways: State of Distressed Debt
Dec 12, 2023
2024 Credit Outlook and Private Credit Focus: Credit Crunch
Dec 11, 2023
Navigating Dollar, Asia FX in Changing Economic World: FX Moment
Dec 07, 2023
Don’t Be Naive After a November to Remember in EM Debt: EM Lens
Dec 06, 2023
Arcmont’s Cavalier, Brooks on All-Weather Credit: Credit Crunch
Nov 30, 2023
Tax-Loss Harvesting Comes to Muniland: Masters of the Muniverse
Nov 28, 2023
Rate Markets Mispricing Early Interest Rate Cuts: Macro Matters
Nov 23, 2023
Brandywine Global's McClain on Risk, Value in High Yield: Credit Crunch
Nov 21, 2023
Fed More Macro-Relevant Than China, Russia & Israel: EM Lens
Nov 16, 2023
Rout and Rally: Investing In a 5% World: Credit Crunch
Nov 14, 2023
Revisiting Dollar Price Action as Bears Look to 2024: FX Moment
Nov 10, 2023
Electric Capital's Meyers on Crypto; Hertz Post-Petition Interest Row: State of Distressed Debt
Nov 07, 2023
UK Focus Shifts to 2024 Cut Pricing: All Options Considered
Nov 03, 2023
BI Rates’ November FOMC and Refunding Recap: Macro Matters
Nov 02, 2023
Oaktree's Panossian on Compelling Credit Options: Credit Crunch
Oct 31, 2023
TCW’s Whalen on Strategy for a ‘Not Soft Landing’: Credit Crunch
Oct 27, 2023
Taper With No Tantrum as Tighter Conditions Take Hold: EM Lens
Oct 25, 2023
Growing a Fledgling Fund Amid Muni Chaos: Masters of the Muniverse
Oct 19, 2023
Rise of Zero-Day Options With CBOE: All Options Considered
Oct 16, 2023
PGIM’s Robert Tipp on Global Bond Markets: Macro Matters
Oct 12, 2023
High Yield 4Q23 Investor Survey and Outlook: Credit Crunch
Oct 10, 2023
Damodaran on Valuation; Latest on Hawaiian Electric, Diamond Sports, and More: State of Distressed Debt
Oct 06, 2023
Can't Underestimate US Recession Risks, Dollar Effect: FX Moment
Oct 05, 2023
Man Numeric's Kamenski, Lam on Systematic Credit Evolution: Credit Crunch
Sep 28, 2023
Discussion on Call Overwriting, Rates, 0DTE: All Options Considered
Sep 26, 2023
BOE Hits Pause, But For How Long?: All Options Considered
Sep 25, 2023
Infrastructure Becomes Locked Market in Muniland: Masters of the Muniverse
Sep 22, 2023
Post-FOMC Rate Review With BNP Paribas’ Marshall: Macro Matters
Sep 21, 2023
Paul Hastings' Hansen on Crypto, Mass Tort, & 'Creditor-on-Creditor Violence'; Latest on Yellow, 3M, and Diamond Sports: State of Distressed
Sep 19, 2023
Questions From West Coast Investor Trip: Macro Matters
Sep 17, 2023
Isolating Idiosyncratic Risk Factors in EM Dollar-Pay Debt: EM Lens
Sep 15, 2023
Sustainability and ESG In Credit: Why Bother?: Credit Crunch
Sep 12, 2023
Bigger BRICS Renews Dollar Demise Talk, But In Vain: FX Moment
Sep 06, 2023
Active Management, Fixed Income Chaos: Masters of the Muniverse
Aug 30, 2023
Hildene's Jefferson, Mehra on Structured Strength: Credit Crunch
Aug 25, 2023
US Rate-Market Review With TD’s Gennadiy Goldberg: Macro Matters
Aug 24, 2023
Credit Correction: Is That Enough? - Credit Crunch
Aug 22, 2023
Euro Bullish Cyclical Narrative Holds But Only Just: FX Moment
Aug 14, 2023
Losada on Extracting Excess Returns in Latin America: EM Lens
Aug 11, 2023
BI’s Adelberg on Mortgage-Backed Securities: Macro Matters
Aug 10, 2023
Brubaker on ‘Non-distressed’ Debtors; Latest on J&J, Crypto, Cineworld: State of Distressed
Aug 07, 2023
BOE Steps Down Pace on Lack of Upside Surprises: All Options Considered
Aug 04, 2023
Riding Volatility as Turmoil Recedes: All Options Considered
Jul 31, 2023
Post-Federal Reserve Meeting Thoughts: Macro Matters
Jul 27, 2023
Castlelake Co-CEO on Asset-Based Private Lending: Credit Crunch
Jul 25, 2023
Green Shoots Are Sprouting in Emerging Market Debt: EM Lens
Jul 21, 2023
Carlyle's Pavelski on Private Credit; Latest on Crypto, Audacy
Jul 19, 2023
Building a Better Muni-Management Trap: Masters of the Muniverse
Jul 18, 2023
Time Has Come for a Revival of Dollar Bear Views: FX Moment
Jul 13, 2023
High Yield 3Q23 Survey and Outlook: Credit Crunch
Jul 11, 2023
Post-Payrolls Rate View, RRP During TGA Rebuild: Macro Matters
Jul 07, 2023
A Review of Global Central Bank Policy Actions: Macro Matters
Jun 29, 2023
Waterfall’s Jack Ross Talks Structured Markets: Credit Crunch
Jun 28, 2023
BOE Goes Faster Increasing Stagflation Risk: All Options Considered
Jun 23, 2023
Building A Bullish Narrative in EM Local Debt: EM Lens
Jun 22, 2023
Bloomberg Economics’ Anna Wong on Fed Jawboning: Macro Matters
Jun 16, 2023
Muni Ladder Strategies Can Boost Returns: Masters of the Muniverse
Jun 15, 2023
Pretium's Matt Cantor on Litigation Finance; Latest on Serta, Incora, FTX and Diamond: State of Distressed Debt
Jun 12, 2023
Credit Troubles in Size, ESG and CDS: Credit Crunch
Jun 09, 2023
Not Easy Being a Euro Bull, But It's No Time to Quit: FX Moment
Jun 07, 2023
Abrdn’s Mondillo on Private, Public Corporates: Macro Matters
Jun 01, 2023
Credit After Crisis - US vs. Europe: Credit Crunch
May 25, 2023
Time to Talk About China's Recovery Again: FX Moment
May 24, 2023
Inside Zero-Day Options With CBOE: All Options Considered
May 23, 2023
Assessing Opportunities and Risks Across EMEA Region: EM Lens
May 22, 2023
Schroder's Lisa Hornby on Mortgages, Corporates: Macro Matters
May 18, 2023
Fixed Income Manager Sees Opportunity: Masters of the Muniverse
May 12, 2023
Bank of England, ECB, Fed Policy Decisions: Macro Matters
May 11, 2023
Credit Index Futures: A New Frontier: Credit Crunch
May 10, 2023
Corbin’s Bergstrom on Credit Landscape: State of Distressed Debt
May 05, 2023
Eurozone & UK Rate Markets With ING Research: Macro Matters
May 04, 2023
Let's Talk Sterling Recovery, UK Economic Prospects: FX Moment
May 03, 2023
Discussion on Cross-Asset Volatility: All Options Considered
Apr 28, 2023
Crossover Buyer Lifts Value Lens Hood: Masters of the Muniverse
Apr 27, 2023
High Yield 2Q23 Survey and Outlook: Credit Crunch
Apr 26, 2023
As Inflation and Growth Concerns Collide: EM Lens & Look-Through
Apr 24, 2023
NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters
Apr 20, 2023
Credit Crisis Over? US vs. Europe: Credit Crunch
Apr 12, 2023
Fidelity’s Van Duzer on Workouts; J&J Talc: State of Distressed
Apr 06, 2023
Fixed Income Outlook With Amundi US’ Duensing: Macro Matters
Apr 05, 2023
Swiss Focus With Valerie Lemaigre of BCGE: FX Moment
Apr 04, 2023
Discussion on Bond, FX Volatility: All Options Considered
Mar 30, 2023
Are Market Pricing Cuts Off Base? : Macro Matters
Mar 29, 2023
Interest Rate Volatility: Emerging Market Lens & Look-Through
Mar 27, 2023
Banking Chaos and Central Bank Hikes: Credit Crunch
Mar 24, 2023
800-Pound Gorilla ETF Bullish on Munis: Masters of the Muniverse
Mar 15, 2023
Mortgage Market Slows Down Again: Macro Matters
Mar 09, 2023
The First Default; How Many More?: Credit Crunch
Mar 07, 2023
SVP's Khosla Sees Growing Opportunity. BI on Seasonal Market Gains: State of Distressed Debt
Mar 03, 2023
How Ever-Changing Narrative Shapes the Dollar Outlook: FX Moment
Mar 01, 2023
DWS' Staples on Yield Curve: Macro Matters
Feb 28, 2023
Chinese Equities May Offer Respite During a Profit Recession: EM Lens
Feb 28, 2023
Discussing 0DTE, CTAs, VIX: All Options Considered
Feb 24, 2023
High Grade Rally and Supply Deluge: Credit Crunch
Feb 22, 2023
Muni SMA Juggernaut Gives Their Take on How 2023 Shapes Up: Masters of the Muniverse
Feb 15, 2023
High Yield 1Q Survey and Outlook: Credit Crunch
Feb 08, 2023
Mark Andersen of UBS AG, What now for the dollar?: FX Moment
Feb 06, 2023
US, UK, EUR Rates Markets: Macro Matters
Feb 03, 2023
King Street's Goldschmid Talks Shop, J&J's 3rd Circuit Loss
Feb 03, 2023
Preparing for Landing: All Options Considered
Jan 27, 2023
Last Year’s Laggards Are This Year’s Leaders: EM Lens
Jan 25, 2023
Remote Work Prophet Comes to Muniland: Masters of the Muniverse
Jan 23, 2023
Brown Rudnick's Stark on Bankruptcy Playbook: State of Distressed Debt
Jan 20, 2023
Leveraged Loan Outlook and Review: Credit Crunch
Jan 19, 2023
DM Rates Outlook: Macro Matters
Jan 18, 2023
ECB and BOE Credit QT Scope and Impact: Credit Crunch
Jan 09, 2023
Quant Modeling: Macro Matters
Jan 05, 2023
There Are Views Outside Dollar Bearish Box in 2023: FX Moment
Jan 04, 2023
All Options Considered End-of-Year Episode: All Options Considered
Dec 20, 2022
Big Banks Think 2023 Muniland Rebounds: Masters of the Muniverse
Dec 16, 2022
Dec. Fed Plus MBS Deep Dive: Macro Matters
Dec 15, 2022
Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
Dec 14, 2022
Mark Shapiro on FTX, After Living Lehman & Distress Round-Up: State of Distressed Debt
Dec 09, 2022
Bloomberg Aggregate Index Outlook: Macro Matters
Dec 08, 2022
2023 Evolving FX Drivers and Losing US Dollar Appeal: FX Moment
Dec 07, 2022
Munis Fight Regulation and Change: Masters of the Muniverse
Nov 29, 2022
UK Economic Outlook, Bond Market Volatility: All Options Considered
Nov 23, 2022
Goldman’s 2023 Rate Call: Macro Matters
Nov 17, 2022
Structural Bulls or Sluggish Bears? Trend Reversal Lifts All EM Boats: EM Lens
Nov 17, 2022
The Path to a Euro-Dollar Recovery: FX Moment
Nov 10, 2022
 Fed’s What Next: Macro Matters
Nov 08, 2022
Prof. Jacoby on Mass Torts & Bankruptcy, Distressed's Slow Climb: State of Distressed Debt
Nov 04, 2022
Hybrids Plummet, Private Credit Booms, Pensions Dive: Credit Chat
Nov 03, 2022
UK Bond Volatility, Crypto to Housing Market: All Options Considered
Oct 31, 2022
EM Currencies Battle, But China Still Elephant in Room: EM Lens
Oct 28, 2022
TIPS and Inflation-Linked Securities: Macro Matters
Oct 27, 2022
US Pension Fund Investing: Macro Matters
Oct 21, 2022
Tough Year of Returns: Masters of the Muniverse
Oct 17, 2022
Global Financial Crisis Part Deux? Unlikely: Credit Chat
Oct 11, 2022
How Close Are We to a US Dollar Turnaround?: FX Moment
Oct 07, 2022
Canyon's Todd Lemkin, Distressed Surging, & Cine-Worry: State of Distressed Debt
Oct 06, 2022
US Infrastructure with Henry Cisneros: Masters of the Muniverse
Oct 03, 2022
Aftermath of Mini-Budget on Volatility, Economy: All Options Considered
Sep 30, 2022
Is Sterling Nearing Currency Crisis Status?: FX Moment
Sep 29, 2022
Relentless Dollar Strength Leaves EM Currencies in Limbo: EM Lens
Sep 28, 2022
Rise of the Muni ETF: Masters of the Muniverse
Sep 23, 2022
Managing Endowments: Macro Matters
Sep 22, 2022
S&P 500 Volatility and UK Inflation: All Options Considered
Sep 16, 2022
Sycamore Tree's Trey Parker, Market Recap, 3M and Cineworld: State of Distressed Debt
Sep 14, 2022
Risk Alert? Shipping, Retail, Asia Banks: Credit Chat
Sep 13, 2022
Mortgage Market Mayhem: Macro Matters
Sep 08, 2022
Decline in Market Value of Benchmark-Eligible Debt: EM Lens
Sep 02, 2022
Political Partisanship: Macro Matters
Aug 25, 2022
How Does China's Macro Predicament Affects Our Calls: FX Moment
Aug 19, 2022
Bet on Gaming, Health Care, Retail Credit?: Credit Chat
Aug 16, 2022
New Mesirow CEO Eyes Market In Transition: Masters of the Muniverse
Aug 15, 2022
US Rates Potpourri: Macro Matters
Aug 11, 2022
Market Recap, Moelis' Bill Derrough, Crypto: State of Distressed Debt
Aug 04, 2022
Fed’s Not Quite Done: Macro Matters
Jul 28, 2022
ECB, Bonds and Crypto Volatility: All Options Considered
Jul 27, 2022
China Doom or Recovery, Industrial M&A Risk?: Credit Chat
Jul 26, 2022
New York State of Mind: Masters of the Muniverse
Jul 21, 2022
Is the U.S. Dollar Overvalued?: FX Moment
Jul 18, 2022
Western Hemisphere Rates: Macro Matters
Jul 15, 2022
Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts
Jul 13, 2022
Assessing the Landscape for EM Private Equity: EM Lens
Jul 08, 2022
Current Market Views & Litigation Claims: State of Distressed Debt
Jul 07, 2022
Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens
Jul 01, 2022
Assessing the Impact of a U.S. Recession on Emerging Market Fixed Income: EM Lens
Jul 01, 2022
Has the Dollar Peaked Yet?: FX Moment
Jun 30, 2022
Inflation & Populism in Latin America: EM Lens
Jun 29, 2022
Muni Bonds Discover the Blockchain: Masters of the Muniverse
Jun 23, 2022
Corporate Strategy: Macro Matters
Jun 17, 2022
Volatility Landscape: All Options Considered
Jun 15, 2022
Why Retail, Crypto Are Punishing Credit: Credit Chat
Jun 15, 2022
New Distressed Debt Surge: State of Distressed Debt
Jun 08, 2022
Asset Class Selection: Macro Matters
Jun 02, 2022
Currency Peg & Developments in the U.S. dollar: FX Moment
May 27, 2022
Credit Recession, Depression or Just Right?: Credit Chat
May 24, 2022
Mortgage Market & Fed QT: Macro Matters
May 19, 2022
High Yield Fund Management with Pimco: Masters of the Muniverse
May 13, 2022
New Debt Distressed Surge: State of Distressed Debt
May 09, 2022
Fed Shock, Not Awe: Macro Matters
May 05, 2022
Euro Focus: FX Moment
Apr 29, 2022
May Fed Meeting Preview: Macro Matters
Apr 28, 2022
Private Replacing Junk, Loans?: Credit Chat
Apr 20, 2022
Searching for EM Alpha? Ask the Experts: EM Lens
Apr 19, 2022
Algos Take Center in Liquidity Crunch: Masters of the Muniverse
Apr 14, 2022
Positive Returns Even with Hawkish Central Banks: Global Fixed Income Forecasts
Apr 11, 2022
Incora's New Financing & Toys R Us Litigation: State of Distressed Debt
Apr 07, 2022
De-Dollarization, FX, and Treasuries: Macro Matters
Mar 31, 2022
Inflation and Geopolitical Risk Overstated?: Credit Chat
Mar 30, 2022
Putin's War Has EM Creditors Singing Bond Market Blues: EM Lens
Mar 25, 2022
High Yield Munis featuring John Miller of Nuveen: Masters of the Muniverse
Mar 18, 2022
What's Next For the Fed?: Macro Matters
Mar 17, 2022
Russia-Ukraine War on Distressed Supply: State of Distressed Debt
Mar 08, 2022
Russia's EM Fallout: Macro Matters 
Mar 04, 2022
Restrictive Monetary Policies & Sustainable Finance: EM Lens
Feb 22, 2022
Bitcoin's Growing Influence on Credit: Credit Chat
Feb 16, 2022
SMA Changing the Game in Muniland: Masters of the Muniverse
Feb 14, 2022
Multi-Asset Investing: Macro Matters
Feb 10, 2022
Volatility and Declines in Treasuries: State of Distressed Debt
Feb 04, 2022
FOMC Takeaways: Macro Matters
Jan 27, 2022
G10 FX: Macro Matters
Jan 21, 2022
It Doesn't Get Any Better Than This; Or Does It?: BI Credit Chat
Jan 20, 2022
Asset Class Challenges & Brazilian Election Risk: EM Lens
Jan 20, 2022
Sustainable Investing in Munis: Masters of the Muniverse
Jan 18, 2022
Central Banks: Macro Matters
Jan 13, 2022
Intelsat's Confirmation, Nordic Aviation Capital's Chapter 11 Filing: State of Distressed Debt
Jan 10, 2022
 2022 Outlook for Currency and Debt Valuations Across EM: EM Lens
Dec 22, 2021
Fed Policy Near & Longer Term: Macro Matters
Dec 16, 2021
Tomorrow's Credit News Today: Credit Chat
Dec 16, 2021
2021 Muni Recap and 2022 Outlook: Masters of the Muniverse
Dec 16, 2021
Omicron Impact & Memorable 2021 Bankruptcies: State of Distressed Debt
Dec 09, 2021
North American & European Interest Rates: Macro Matters
Dec 03, 2021
Outlook for Currency and Debt Valuations in Latin America: EM Lens
Nov 22, 2021
High Yield Municipals & ETF featuring Jim Colby of Van Eck: Masters of the Muniverse
Nov 19, 2021
Transitory Inflation Still in Play: Macro Matters
Nov 18, 2021
Inflationary Impact on Energy, Utility Debt: Credit Chat
Nov 15, 2021
J&J's Subsidiary's Bankruptcy & Distressed Debt Update: State of Distressed Debt:
Nov 10, 2021
Muni ETF Industry, Closed End Funds & New Players in Munis: The Muniland
Nov 04, 2021
BoE, BoC & the Fed: Macro Matters
Oct 27, 2021
Consumer Inflation Woes: BI Credit
Oct 25, 2021
Factor-Based Investments & Smart-Beta Revolution: EM Lens
Oct 14, 2021
Macro Matters G10 FX Strategy
Oct 13, 2021
State of Distressed Debt
Oct 11, 2021
Emerging Market Debt & Re-rating in China: EM Lens
Oct 11, 2021
Macro Economic Matters and the Fed
Oct 11, 2021
BI Credit - Bank Exposure to Evergrande
Oct 07, 2021