FICC Focus
622 episodes — Page 1 of 13
Credit Crunch: Waterfall’s Cuby on ABF and the European Consumer
Oct 23, 202655 min
Macro Matters: Buckler’s Lazar on Repo, Clearing and the Fed
Oct 22, 202627 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Oct 21, 202649 min
Masters of the Muniverse: Why Boring Munis Have Rarely Paid More
Oct 20, 202657 min
FX Moment: Structural Yuan Bull Run vs Unsolved Yen Bull Puzzle
Oct 16, 202621 min
Macro Matters: Wellington’s Medeiros on the Fed and 2027 Risks
Oct 15, 202621 min
State of Distressed: Bloomberg’s Diaz-Matos on LME Whack-a-Mole
Oct 9, 20261h 26m
Macro Matters: Pimco’s Clarida on Fed Policy and Balance Sheet
Oct 8, 202624 min
Credit Crunch: Investor Survey 4Q - Rate Bears Hoard Rally Cash
Oct 6, 202636 min
FICC Focus Special: Baring's Slaven Is Cautious on Complexity
Oct 2, 202627 min
Macro Matters: Rabobank’s Lawrence on Rates and Global Markets
Oct 1, 202621 min
Credit Crunch: Ellington’s Vranos on MBS Innovation and Alpha
Sep 28, 202656 min
State of Distressed: Latham’s Sobolewski on Evolving LME Tactics
Sep 25, 20261h 24m
Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets
Sep 24, 202622 min
Macro Matters: Post-Fed Thoughts From BI Rates Strategist Jersey
Sep 17, 20269 min
Credit Crunch: Manulife’s Purdie on AI, ESG and Relative Value
Sep 14, 20261h 1m
FX Moment: The Fed Meeting & What It Means for Bonds, the Dollar
Sep 11, 202615 min
Macro Matters: Insight Investment’s Murphy on Fixed Income
Sep 10, 202620 min
All Options Considered: Bond Volatility, USD/JPY and Gas Tail Risk
Sep 8, 20267 min
EM Lens: Global X’s Dorson Shines Spotlight on EM Equities, FX
Sep 4, 202628 min
Macro Matters: Barclays’ Meaning on UK Rates, Inflation, Growth
Sep 3, 202619 min
EM Lens: Sandglass’ Lozovsky Reinforces Bullish EM Narrative
Aug 28, 202622 min
Macro Matters: MetLife’s Matus on Fed Policy, AI and Markets
Aug 27, 202625 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Aug 25, 202658 min
State of Distressed: Burian, Stark on the Preordained Bankruptcy
Aug 21, 20261h 34m
Macro Matters: Mariner CIO E.G. Fisher on Liquidity and Credit
Aug 20, 202631 min
Masters of the Muniverse: JPMorgan and the Muni SMA Revolution
Aug 19, 20261h 10m
Credit Crunch: Barings’ Yan on Outlook for Portfolio Finance
Aug 14, 202654 min
Macro Matters: US Economic Outlook With Natixis’ Hodge
Aug 13, 202618 min
Credit Crunch: New Fed Watch as Rates, Not Spreads Drive Credit
Aug 12, 202638 min
All Options Considered: Lessons From Korea’s ETF Volatility
Aug 11, 202611 min
Credit Crunch: Principal’s Goosay on Credit Relative Value Setup
Aug 10, 20261h 1m
EM Lens: GMO’s Courmes Steers EM Local Bond Bulls
Aug 7, 202626 min
Macro Matters: Invesco’s Brignac on Liquidity, Fed Balance Sheet
Aug 6, 202622 min
FX Moment: Dollar-Yen Bearish Push Needs US Data Validation Next
Aug 4, 202627 min
Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst
Jul 31, 202654 min
Macro Matters: BE’s Anna Wong on Warsh and Fed Communication
Jul 30, 202616 min
EM Lens: Identifying Alpha Opportunities in EM Equities
Jul 28, 202630 min
Credit Crunch: Bright Meadow’s Rilander on MBS, Housing Policy
Jul 24, 202648 min
Macro Matters: Invesco’s Levitt on Equities, Rates and Oil
Jul 24, 202622 min
EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook
Jul 17, 202623 min
Macro Matters: BI’s Adelberg on Housing, MBS and Prepay Risk
Jul 16, 202623 min
All Options Considered: Equity Derivatives With Susquehanna
Jul 14, 202612 min
Credit Crunch: Xponance’s McElreath on Credit Inefficiencies
Jul 13, 202659 min
State of Distressed Debt: C Street CEO Henes on Board Dynamics
Jul 10, 20261h 53m
Macro Matters: Stanford’s Duffie on Fed Balance-Sheet Limits
Jul 9, 202625 min
FX Moment: US Fundamentals Set Up Early 2H Dollar Revival
Jul 8, 202625 min
Credit Crunch: Investor Survey 3Q - Rates, IG vs. HY, US vs. EU
Jul 7, 202637 min
Credit Crunch: Wellington’s Fitzgerald on Convexity Over Carry
Jul 1, 202658 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Jun 26, 20261h 5m