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Federal Reserve
Interest Rates
US Economy
2024 Election
Economic Policy
Emerging Markets
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Monetary Policy
Asynchronous Rate Cycle
Inflation
Municipal Bonds
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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.

PublishesDailyEpisodes497Founded4 years ago
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BusinessInvesting

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Artwork for FICC Focus

Latest Episodes

The quantity of reserves is now determined by the amount necessary to run the payment system, says Darrell Duffie, a professor at Stanford University. On the Macro Matters podcast, Duffie joins hosts Ira Jersey, Bloomberg Intelligence’s chief US rate... more

“Time can be a good thing. Time can be a very bad thing…I think the whole market moves a bit slower now when there are problems in terms of how those problems get dealt with,” says Axar Capital founder & CEO Andrew Axelrod when discussing the evoluti... more

The 2026 dollar bear view is at the mercy of confirmed Fed dovishness, with the different stages of respective G10 monetary policy cycles likely to shape currency performances this year. If this is your central working assumption, then the case for d... more

The Conference Board isn’t expecting a recession, but Yelena Shulyatyeva, the research group’s senior US economist, anticipates a meaningful slowdown in consumer spending. On this Macro Matters podcast, Shulyatyeva joins host Ira Jersey, BI’s chief U... more

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Recent Guests

Yelena Shulyatyeva
Senior US Economist at the Conference Board
Conference Board
Episode: Macro Matters: 2026 US Economic Drivers With CFB’s Shulyatyeva
Phoenix Kalen
Head of Emerging Market Research
Société Générale
Episode: EM Lens: Between a Rally and a Hard Place in EM Local Rates
David Eichhorn
Chief Executive Officer and Head of Investment Strategies for NISA Investment Advisors
NISA Investment Advisors
Episode: Credit Crunch: NISA’s Eichhorn on Alpha and Liability Management
John Sobolewski
Partner at Latham & Watkins, global chair of liability management practice
Latham & Watkins
Episode: State of Distressed Debt: Latham's Sobolewski on Debtor Playbook
Dan Pietrzak
Partner and Global Head of Private Credit for KKR
KKR
Episode: Credit Crunch: KKR’s Pietrzak on Asset-Based Finance, AI Impact
Richard Litton
President of Harbor Group International
Harbor Group International
Episode: FICC Special: Harbor’s Litton Talks US Commercial Real Estate
Jennifer Selendy
Founding partner of Selendy Gay, a seasoned trial and appellate litigator specializing in bankruptcy and insolvency matters.
Selendy Gay
Episode: State of Distressed Debt: Jennifer Selendy on LME Battles, Antitrust
Rob Slater
CEO and founder of Cognitive Credit
Cognitive Credit
Episode: Credit Crunch: Where AI Fits With Cognitive Credit’s Rob Slater
Stephen Dover
Chief Market Strategist at Franklin Templeton
Franklin Templeton
Episode: Macro Matters: Global Asset Allocation With Stephen Dover

Host

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

Reviews

4.7 out of 5 stars from 144 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 States7 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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#235
United States/Business/Investing
Apple Podcasts
#163
United Kingdom/Business/Investing
Apple Podcasts
#61
Italy/Business/Investing
Apple Podcasts
#185
Germany/Business/Investing
Apple Podcasts
#230
Italy/Business
Apple Podcasts
#98
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Macro Matters: 2026 US Economic Drivers With CFB’s Shulyatyeva
Q: What do you see as the primary driver of that soft patch in the labor market that we're currently seeing?
The labor market is healthy overall, but with low hiring and a risk that any economic slowdown could lead to layoffs.
Macro Matters: 2026 US Economic Drivers With CFB’s Shulyatyeva
Q: How do you use the consumer confidence numbers in your thinking about the future of the economy?
Consumer confidence is currently pretty depressed, indicating frustration with high inflation, but consumers still continue spending.
FICC Special: Harbor’s Litton Talks US Commercial Real Estate
Q: What are the risks that keep you up at night about the forward look for the US economy?
General economic softness and labor market softness, alongside persistent inflation, could impact asset classes adversely.
EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform
Q: What are the issues that you're most focused on over the medium term?
Political events, inflation, and geopolitical risks are key issues expected to impact EM markets moving forward.
EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform
Q: How is investor positioning ahead of the elections?
Investor positioning appears complacent with the upcoming elections, but there is notable focus, particularly on significant elections in Latin America including Brazil.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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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. At Any Rate
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Credit Edge by Bloomberg Intelligence
4. Making Sense
5. Odd Lots

How many episodes of FICC Focus are there?

FICC Focus launched 4 years ago and published 497 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. Yelena Shulyatyeva
2. Phoenix Kalen
3. David Eichhorn
4. John Sobolewski
5. Dan Pietrzak
6. Richard Litton
7. Jennifer Selendy
8. Rob Slater

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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