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FICC Focus

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

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5 af 367
  • Derrough on Restructuring’s 3D Chess: State of Distressed Debt
    In his 35 years on Wall Street, Moelis’ Global Co-Head of Capital Structure Advisory Bill Derrough hasn’t seen a rescue-financing environment as robust as today, “where we [can] run so many parallel processes at the same time.” As one of the key bankers behind Hertz’s successful bankruptcy auction and American Airlines’ game-changing Chapter 11 exit merger, Bill shares with Bloomberg Intelligence’s Noel Hebert and Phil Brendel some “war stories” and his insights on trends in liability-management exercises, the rise of cooperation agreements and developing creative restructuring solutions (6:00). Prior to that, Noel and Phil discuss the high yield market’s historically-tight spreads and 4.5-year respite from a surge in distressed inventory. The podcast concludes with BI’s Negisa Balluku joining Noel and Phil for a round-table discussion covering Serta Simmons’ impact on equitable mootness, Hertz, Yellow Corp., Spirit Airlines, GOL Airlines and Franchise Group (1:30:00).
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    1:53:02
  • High Yield 1Q Investor Survey, Europe vs. US Views: Credit Crunch
    High yield credit had a strong 2024 as yields rallied and spreads followed, while defaults didn’t blow up as feared. In Europe, the index default rate stands at a low 2.5% and the US at 1.1%, while the share of stressed and distressed bonds drastically came down. Will 1Q sustain those gains, and why? Mahesh Bhimalingam, Bloomberg Intelligence’s chief European credit strategist, discusses the results of the team’s 1Q25 High Yield Survey, along with the market outlook, with Marco Salcoacci, senior high yield fund manager at Union Investments. The report covers investor positioning, sentiment, key return drivers, default and supply forecasts and relative-value opinions by geography, rating and sector. They assess how deeply high yield prospects differ between Europe and the US.
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    33:40
  • Tariff Mercy Helps Sterling, but Cyclical Pain Stays: FX Moment
    The pound may be getting a bounce from the optimism that the UK could dodge President Donald Trump’s tariffs as trade headlines roil global markets, but not all is rosy for the British currency on the domestic cyclical front. In this episode of FX Moment, Bloomberg Intelligence’s chief G-10 FX strategist Audrey Childe-Freeman and Jordan Rochester, head of FICC strategy for EMEA at Mizuho Bank, discuss the pound’s position vs. peers on the tariff narrative front, UK’s near-term economic prospects and the Bank of England monetary policy outlook ahead of the Feb. 6 meeting. They also look beyond the positive dollar narrative to identify strong G-10 FX views for 1Q, with the bullish cyclical and structural yen case in the limelight at a time when defensive currency positioning makes sense.
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    21:02
  • Global Central Bank Review and Geopolitical Risks: Macro Matters
    Markets may be having to assess more than the normal number of cross currents in the economy right now, with a new US administration, stock volatility and a host of geopolitical developments. On this episode of the Bloomberg Intelligence Macro Matters podcast, host and BI chief US rates strategist Ira Jersey is joined by Frank Rose, president of Chevalier Strategic Advisors, to discuss the primary geopolitical risks the US faces in coming years. They also review key appointees from the Trump administration and their potential influence on international policy, while exploring the threats stemming from Eurasia, with a focus on Russia-China relations. Jersey is also joined by BI’s Chief European rates strategist Huw Worthington and senior rates strategy associate Will Hoffman. They examine the results of the recent Bank of Canada, Federal Reserve and European Central Bank meetings, and what those may mean for the path of monetary and yield curves.
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    41:15
  • Arini’s Lemssouguer on Dislocated European Credit: Credit Crunch
    European credit markets have gone through a significant shift in market dynamics over the past five years, as low-interest-rate debt is coming due and traditional sources of financing retreat. Bloomberg Intelligence analysts Noel Hebert and Sam Geier are joined by Arini Capital Management CIO and Founder Hamza Lemssouguer on this episode of Credit Crunch to discuss how Arini is capitalizing on structural inefficiencies in high yield credit markets. The conversation gets into the founding of the firm and their approach to running a long/short book before touching on the extension into CLOs, dispersion despite tight spreads and the impact of shifting costs of capital. The Credit Crunch podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.
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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.

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