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

PublishesDailyEpisodes514Founded4 years ago
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Latest Episodes

Emerging market fixed income is off to another strong start in 2026, with scope for further upside as long as the dollar cooperates and cross-asset volatility remains low. Christian Lawrence, chief cross-asset strategist at Cooperative Rabobank, join... more

News from the labor market and on the inflation front has been consistent with a fairly low-volatility environment, says Will Marshall, Goldman Sachs head of US Rates Strategy. On this Macro Matters episode of the FICC Focus podcast series, Marshall ... more

"Helping... investors to really understand what they could get in these markets is helpful because I think it is where our economy is moving, and we all want to be able to benefit from that growth," says Wellington's Director of Private Credit Emily ... more

Credit and high yield had a good 2025 despite tariffs and rate volatility, as spreads held their ground. Will 1Q sustain this resilience, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the... more

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Recent Guests

Ashwin Palta
Global High Yield Portfolio Manager at BNY Investments Newton
BNY Investments Newton
Episode: Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply
Constantin Bolz
Runs G10 FX for UBS Chief Investment Office
UBS
Episode: FX Moment: Assessing Narratives That Take the Euro Past $1.20
Andrew Milgram
Managing Partner and Chief Investment Officer
Marblegate Asset Management
Episode: State of Distressed Debt: Andrew Milgram on Middle-Market Opportunity
Matt Nord
Co-head of equity and head of hybrids at Apollo
Apollo
Episode: Credit Crunch: Apollo’s Matt Nord on Hybrid Growth, Opportunity
Kristi Govella
Associate Professor of Japanese Politics and International Relations
University of Oxford
Episode: All Options Considered: Japan's Election and Market Implications
Tom Howard
Managing Director and Co-Head of European Debt Advisory and Capital Solutions at Lazard
Lazard
Episode: Credit Crunch: Lazard’s Whittaker, Howard on EU Stress, Advisory
Sam Whittaker
Managing Director and Co-Head of European Restructuring and Liability Management at Lazard
Lazard
Episode: Credit Crunch: Lazard’s Whittaker, Howard on EU Stress, Advisory
Benjamin Hunsaker
Portfolio Manager and Head of Structured Credit for Beach Point Capital
Beach Point Capital
Episode: Credit Crunch: Beach Point’s Hunsaker on Structured Landscape
Matt Hornbach
Global head of macro strategy
Morgan Stanley
Episode: Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve

Host

Ira Jersey
Chief Interest Rate Strategist for Bloomberg Intelligence, providing insights on interest rate trends and monetary policy developments.

Reviews

4.8 out of 5 stars from 148 ratings
  • Review

    Too much of the host. Difficult to understand and not interested in his view. Should emphasize the guest more.

    Apple Podcasts
    4
    ncciai12
    United States9 months ago
  • Learn things

    Appreciate the views shared in interviews and event reviews. Always learning more intracacies of various FI segments.

    Apple Podcasts
    5
    Forty Acres
    United Statesa year ago
  • Good pad Kaz

    Well done on municipal bonds

    Apple Podcasts
    5
    BillyJeffyWatty
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the expert insights provided during interviews with industry professionals.
There are comments on content being heavy on the host's perspectives rather than guest contributions, indicating a desire for more balanced discussions.
Many find the educational aspects valuable for understanding intricate financial topics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

State of Distressed Debt: Andrew Milgram on Middle-Market Opportunity
Q: What would you say is an important lesson for aspiring distressed investors?
An important lesson is to ensure they have technical competence and to learn from their experiences in credit investing.
Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Q: What do you think about the curve and its movements as we look forward?
We've been in a steepener camp since early 2025, but the approach to implementing it must consider market conditions and risks.
Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Q: How do you see the Fed reacting over the next 12, 24 months?
The Fed will likely continue to lower interest rates gradually, depending on inflation trends and labor market dynamics.
Macro Matters: Europe-US Divestment Concerns Look Overstated
Q: Can central banks in Europe take action against U.S. Treasury yields?
While they could influence yields by changing their asset holdings, it is unlikely that significant liquidations would occur.
Macro Matters: Europe-US Divestment Concerns Look Overstated
Q: What impact do you think Japan's fiscal policies will have on global markets?
Japan's recent fiscal policies have raised concerns about inflation and excessive bond issuance, affecting rates globally.

Audience Metrics

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Frequently Asked Questions About FICC Focus

What is FICC Focus about and what kind of topics does it cover?

Insights from experienced analysts cover a diverse range of investment topics, focusing on interest rates, corporate bond dynamics, and emerging market debt. Episodes often feature in-depth discussions on economic indicators and their implications for global markets, driven by expert opinions and analysis. Recent conversations delve into challenges in credit markets, volatility in fiscal policies, and trends in asset allocation, all aimed at helping listeners navigate complex market conditions and make informed investment decisions. In addition to interviews with thought leaders in finance, this series fosters an analytical approach to investment strategies and economic forecasting.

A distinctive aspect is the emphasis on the intersection ... more

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Which podcasts are similar to FICC Focus?

These podcasts share a similar audience with FICC Focus:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Odd Lots
3. The Markets
4. Exchanges
5. The Credit Edge by Bloomberg Intelligence

How many episodes of FICC Focus are there?

FICC Focus launched 4 years ago and published 514 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on FICC Focus?

Recent guests on FICC Focus include:

1. Ashwin Palta
2. Constantin Bolz
3. Andrew Milgram
4. Matt Nord
5. Kristi Govella
6. Tom Howard
7. Sam Whittaker
8. Benjamin Hunsaker

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