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FICC Focus

by Bloomberg Intelligence
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Latest episodes

  • State of Distressed: Bloomberg’s Diaz-Matos on LME Whack-a-Mole

    October 9, 2026 · 1 hr 26 min

    “Even when you think you’ve patched the last three holes ... what does it matter that you actually blocked one, two, and three if the company can still get there through route four?” observes Alex Diaz-Matos, Bloomberg Intelligence senior…

  • Macro Matters: Pimco’s Clarida on Fed Policy and Balance Sheet

    October 8, 2026 · 24 min

    With the Federal Reserve confronting persistent inflation, strong demand and questions about how much further rates may need to rise, investors are also watching for potentially significant changes to the central bank’s communications and…

  • Credit Crunch: Investor Survey 4Q - Rate Bears Hoard Rally Cash

    October 6, 2026 · 36 min

    Credit and high yield are in the red for the year after a two-month selloff. Will 4Q deliver gains or more losses, and why? On this episode of the Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence global head of credit…

  • FICC Focus Special: Barings' Slaven Is Cautious on Complexity

    October 6, 2026 · 27 min

    Asset allocators should prepare for continued bouts of volatility, as negative asymmetry in market fundamentals, valuations and technicals is causing investors to trim equity exposure and move up the capital stack. Trevor Slaven, Global…

  • Macro Matters: Rabobank’s Lawrence on Rates and Global Markets

    October 1, 2026 · 21 min

    With global bond yields at multi-decade highs and markets pricing further central-bank tightening, investors are reassessing the relative value of rates, equities and currencies. Christian Lawrence, chief cross-asset strategist…

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  • Credit Crunch: Ellington’s Vranos on MBS Innovation and Alpha

    September 28, 2026 · 57 min

    “You want to buy the security based on this yield, but you have to protect against the risks,” says Mike Vranos, CEO and founder of Ellington Management Group. “What you see is many investors just ignore the option they’re short or, in the…

  • State of Distressed: Latham’s Sobolewski on Evolving LME Tactics

    September 25, 2026 · 1 hr 25 min

    “’Co-op first, ask questions later’ is down a bit from its peak, though not dead,” observes John Sobolewski, Global Chair of Latham & Watkins’ Liability Management Practice, as he addresses the latest dynamic between debtors and lenders in…

  • Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets

    September 24, 2026 · 22 min

    With AI investment accelerating, energy costs rising and Treasury yields pushing to multi-decade highs, investors are confronting a market where few assets look obviously cheap. Jimmy Chang, chief investment officer of Rockefeller Global…

  • Macro Matters: Post-Fed Thoughts From BI Rates Strategist Jersey

    September 17, 2026 · 9 min

    With the Federal Reserve beginning a new tightening cycle and markets pricing additional rate increases, investors are reassessing where the Treasury yield curve may be headed next. Ira Jersey, Bloomberg Intelligence chief US interest-rate…

  • Credit Crunch: Manulife’s Purdie on AI, ESG and Relative Value

    September 14, 2026 · 1 hr 1 min

    “We want to encourage risk-taking, but we want to encourage the right type of risk-taking, which is informed risk-taking,” says Colin Purdie, global CIO of public markets for Manulife Investment Management. In this episode of Credit…

  • FX Moment: The Fed Meeting & What It Means for Bonds, the Dollar

    September 11, 2026 · 16 min

    In this episode of the FX Moment podcast, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman talks to BI’s Chief Interest Rate Strategist Ira Jersey for a flavor on what to expect from the Fed at the Sept. 16 FOMC…

  • Macro Matters: Insight Investment’s Murphy on Fixed Income

    September 10, 2026 · 20 min

    The angst, consternation and hand-wringing over debt levels may be a contrarian indicator that rate markets are oversold, says Brendan Murphy, North American head of fixed income at Insight Investment Management. Murphy joins Bloomberg…

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About the show

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