FICC Focus
551 episodes — Page 1 of 12
Credit Crunch: UK Crisis, Private and Middle-Market Credit
May 13, 202645 min
FX Moment: Sterling, UK Politics; What Can Take Dollar-Yen Lower
May 12, 202632 min
Macro Matters: BI’s Ira Jersey Talks Fed & US Rates Outlook
May 7, 202611 min
Credit Crunch: Shorecliff’s Nachman on Market, Managing Growth
May 4, 20261h 3m
All Options Considered: AI FOMO, Yen, Making Sense of Volatility
May 1, 20269 min
Macro Matters: BlackRock’s Brownback on Global FI Opportunities
Apr 30, 202620 min
EM Lens: Investors Aren’t Packing Their EM Bags Just Yet
Apr 29, 202631 min
Masters of the Muniverse: New York City and the Market’s Future
Apr 28, 20261h 6m
Macro Matters: Jerome Schneider on Funding Market Risks
Apr 23, 202621 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Apr 22, 202655 min
EM Lens: Identifying Alpha Opportunities in EM Fixed Income
Apr 21, 202633 min
Credit Crunch: Saturna’s Drum on Sukuk Growth, Geopolitical Risk
Apr 20, 20261h 1m
Credit Crunch: Investor Survey 2Q - Iran, Rates, Dollar vs. Euro
Apr 14, 202639 min
State of Distressed Debt: Weber, Aguirre on Attaining Owner DNA
Apr 11, 20261h 34m
Macro Matters: Fed Past & Future with BNY's Reinhart
Apr 9, 202627 min
FX Moment: Iran War Shift First Step Out of Sterling Bear Cycle
Apr 8, 202624 min
EM Lens: Seeking Solace Ahead of the IMF’s Spring Meetings
Apr 7, 202628 min
Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe
Apr 2, 202618 min
All Options Considered: Iran War, Hormuz and Market Tails
Apr 1, 202614 min
Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience
Mar 30, 202656 min
Credit Crunch: Monroe’s Uddin on Software, Middle-Market Lending
Mar 27, 202659 min
Macro Matters: Fed Communications With Bloomberg’s Mike McKee
Mar 26, 202628 min
Credit Crunch: Proskauer’s Boyko on Outcomes in Private Credit
Mar 23, 20261h 1m
State of Distressed Debt: Davis Polk’s Resnick on Emerging LME Trends
Mar 20, 202633 min
Macro Matters: Central Banks With BE’s Wong, BI’s Worthington
Mar 19, 202633 min
EM Lens: Shifting to Second Derivatives in EM Sovereign Debt
Mar 18, 202625 min
Credit Crunch: AGL’s Comer on CLOs, Active Management and Growth
Mar 16, 202659 min
EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
Mar 13, 202628 min
Macro Matters: Yield-Curve Scenarios with BNY’s Granet
Mar 12, 202621 min
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
Mar 11, 202635 min
State of Distressed Debt: Moelis’ Murray on Private Credit Workouts
Mar 7, 20261h 3m
Masters of the Muniverse: MMA Founder Doe on Prediction Markets
Mar 6, 202651 min
Macro Matters: DC Policy Update With BI’s Nathan Dean
Mar 5, 202628 min
All Options Considered: Middle East Conflict, What Markets Are Missing
Mar 4, 202649 min
FX Moment: Iran War and Assessing the Shifting Dollar Narrative
Mar 4, 202619 min
Credit Crunch: IR+M’s Gubitosi on Corporates, Securitized Value
Mar 2, 20261h 6m
Macro Matters: SFVegas Recap with BI’s MBS Strategist Adelberg
Feb 26, 202622 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Feb 25, 202651 min
EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk
Feb 24, 202621 min
Macro Matters: US Rates Outlook With Goldman’s Marshall
Feb 19, 202628 min
Credit Crunch: Wellington's Bannister Talks Private Credit 2.0
Feb 17, 202654 min
Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply
Feb 11, 202638 min
FX Moment: Assessing Narratives That Take the Euro Past $1.20
Feb 10, 202636 min
State of Distressed Debt: Andrew Milgram on Middle-Market Opportunity
Feb 9, 20261h 40m
Credit Crunch: Apollo’s Matt Nord on Hybrid Growth, Opportunity
Feb 7, 202651 min
All Options Considered: Japan's Election and Market Implications
Feb 6, 202617 min
Macro Matters: MBS Update With BI’s Erica Adelberg
Feb 5, 202624 min
Credit Crunch: Lazard’s Whittaker, Howard on EU Stress, Advisory
Feb 2, 202659 min
Credit Crunch: Beach Point’s Hunsaker on Structured Landscape
Jan 30, 202653 min
Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Jan 29, 202627 min