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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.

PublishesDailyEpisodes456Founded4 years ago
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Artwork for FICC Focus

Latest Episodes

Digital art has been around for decades but blockchain technology provides provenance. In this edition of the All Options Considered podcast, BI chief global derivatives Strategist Tanvir Sandhu is joined by Nicole Sales Giles, Director of Digital Ar... more

The official line is that QT has added 15-25 bps on 10-year gilts, but it’s probably adding quite a bit more than that, says Huw Worthington, chief European rates strategist at Bloomberg Intelligence, who sees signs that central banks are addressing ... more

“I think it’s very difficult to predict a world where you might go back to zero interest rates. And so that all portends that there’s likely to be an uptick in default rates,” says Jeff Diehl, managing partner and head of investments at Adams Street,... more

“I spend most of my time trying to downplay the stuff that you find fascinating, right?,” Joele Frank Partner Michael Freitag says. “The inter-creditor interaction, the creditor versus sponsor interaction, the creditor versus issuer action. We try to... more

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Recent Guests

Nicole Sales Giles
Director of Digital Art at Christie's Auction House
Christie's Auction House
Episode: All Options Considered: Volatility of NFT Art - View from Christie's
Jeff Diehl
Managing Partner and Head of Investments at Adams Street.
Adams Street
Episode: Credit Crunch: Adams Street’s Diehl on Trends in Private Capital
Michael Freitag
Partner and co-head of the Restructuring and Bankruptcy Group at Joele Frank
Joele Frank
Episode: State of Distressed: Joele Frank’s Freitag on Distressed Liaisons
Bertrand Delgado
Latin American strategist at Societe Generale
Societe Generale
Episode: EM Lens: Risk Appetite Is Improving, Capital Flows to Follow
RJ Gallo
Deputy Chief Investment Officer at Federated Hermes
Federated Hermes
Episode: Macro Matters: Federated Hermes Gallo on Fixed Income Outlook
Iain Stealey
International CIO of Fixed Income at JPMorgan Asset Management
JPMorgan Asset Management
Episode: Credit Crunch: France, Tariffs, Fed, UK: Credit Always Resilient
Eric Kazatsky
Managing Director and Client Portfolio Manager at MacKay Shields
MacKay Shields
Episode: Masters of the Muniverse: Munis Await Institutional Backstop
Dominic Konstam
Head of Macro Strategy at Mizuho Securities
Mizuho Securities
Episode: Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam
Dr. Win Thin
Chief Economist at Bank of Nassau
Bank of Nassau
Episode: FX Moment: Bank of Nassau’s Thin Sees Dollar Leg Lower Into Fall

Reviews

4.7 out of 5 stars from 138 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 States3 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 States10 months ago
  • Good pad Kaz

    Well done on municipal bonds

    Apple Podcasts
    5
    BillyJeffyWatty
    United States4 years ago

Listeners Say

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Some feedback indicates that there could be a better balance between the host's commentary and guest insights.
Listeners appreciate the in-depth analysis and expert insights shared during discussions.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Macro Matters: Federated Hermes Gallo on Fixed Income Outlook
Q: What does the fiscal stimulus mean for your investment thesis going forward?
Gallo points out that the fiscal stimulus will provide some short-term stimulus but notes the need for caution regarding long-term fiscal policy implications.
Macro Matters: Federated Hermes Gallo on Fixed Income Outlook
Q: How reliable do you think some of the data is that's coming out?
Gallo believes the US macroeconomic data set is strong but acknowledges that survey-based data has limitations and needs continual improvement.
Macro Matters: Federated Hermes Gallo on Fixed Income Outlook
Q: What are some of your bigger views on the economy and where you see central bank policy driving markets?
Gallo discusses the economic cycle's impact on fixed-income markets and emphasizes the importance of inflation and growth fundamentals, along with the Federal Reserve's monetary policy.
Credit Crunch: Significant Risk Transfers Feeding Private Credit
Q: What are the motivations for the seller?
The motivations include capital relief and operational simplicity, enabling banks to recycle capital and support customers effectively.
Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam
Q: What is Mizuho's outlook on the global economy and how might it affect markets?
Mizuho expects the Fed to cut rates preemptively to support growth amid inflation concerns, predicting a generally sound economy with potential yield curve steepness.

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Frequently Asked Questions About FICC Focus

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

This series features in-depth discussions around market dynamics, including insights on interest rates, corporate bonds, and emerging market debt. Analysts provide expert commentary on current economic conditions, market pressures, and specific investment strategies, exploring the implications of various factors such as inflation, geopolitical risks, and monetary policy adjustments. Notable discussions revolve around the resilience of credit markets, trends in municipal bonds, and opportunities in the real estate sector, providing listeners with a comprehensive understanding of the complexities within the financial landscape. The unique selling point of this series lies in its blend of expert analysis and practical insights useful for finan... more

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Which podcasts are similar to FICC Focus?

These podcasts share a similar audience with FICC Focus:

1. The Credit Edge by Bloomberg Intelligence
2. At Any Rate
3. The Insight by Oaktree Capital
4. Making Sense
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of FICC Focus are there?

FICC Focus launched 4 years ago and published 456 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. Nicole Sales Giles
2. Jeff Diehl
3. Michael Freitag
4. Bertrand Delgado
5. RJ Gallo
6. Iain Stealey
7. Eric Kazatsky
8. Dominic Konstam

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