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Federal Reserve
Interest Rates
US Economy
2024 Election
Economic Policy
Emerging Markets
US Dollar
Communications Policy
Transparency
Monetary Policy
Market Reactions
Asynchronous Rate Cycle
Inflation
Municipal Bonds
Clos
Employment
Economic Forecasting
Jackon Hole
Bloomberg LP
Treasury Department

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

PublishesDailyEpisodes504Founded4 years ago
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Artwork for FICC Focus

Latest Episodes

“There’s no binary differentiation between capital solutions and restructuring anymore,” says Lazard’s co-head of Europe Restructuring and Liability Management, Sam Whittaker, when discussing the continuum of solutions available to debtors under stre... more

“We’ll risk-manage the portfolios such that, when beta is an uncompelling opportunity set, we have more risk-management overlays in place. And luckily, where we are today with the short rebate that you get paid to borrow and short bonds, it’s not tha... more

A currency is like the equity of a country, so the dollar’s recent decline is akin to a drop in the stock of the US, says Morgan Stanley Global Head of Macro Strategy Matt Hornbach. He joins this edition of Macro Matters, part of the FICC Focus podca... more

Americans seem to be overreacting to concerns that European investors might divest from US assets, Bloomberg Intelligence chief European interest rate strategist Huw Worthington says. On this edition of the Macro Matters podcast, Worthington joins ho... more

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Recent Guests

Benjamin Hunsaker
Portfolio Manager and Head of Structured Credit for Beach Point Capital
Beach Point Capital
Episode: Credit Crunch: Beach Point’s Hunsaker on Structured Landscape
Matt Hornbach
Global head of macro strategy
Morgan Stanley
Episode: Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Paul Mehta
Head of Leverage Credit at Aberdeen with extensive experience in the credit markets.
Aberdeen
Episode: Credit Crunch: Leveraged Loan, Private Credit, CLO Outlook 2026
Maxwell Grinacoff
Head of US equity derivatives research at UBS
UBS
Episode: All Options Considered: Equity Derivatives Dynamics With UBS
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

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 States8 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

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Talking Points

Recent interactions between the hosts and their guests.

Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Q: What do you think about the curve and its movements as we look forward?
We've been in a steepener camp since early 2025, but the approach to implementing it must consider market conditions and risks.
Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve
Q: How do you see the Fed reacting over the next 12, 24 months?
The Fed will likely continue to lower interest rates gradually, depending on inflation trends and labor market dynamics.
Macro Matters: Europe-US Divestment Concerns Look Overstated
Q: Can central banks in Europe take action against U.S. Treasury yields?
While they could influence yields by changing their asset holdings, it is unlikely that significant liquidations would occur.
Macro Matters: Europe-US Divestment Concerns Look Overstated
Q: What impact do you think Japan's fiscal policies will have on global markets?
Japan's recent fiscal policies have raised concerns about inflation and excessive bond issuance, affecting rates globally.
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.

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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. Exchanges

How many episodes of FICC Focus are there?

FICC Focus launched 4 years ago and published 504 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. Benjamin Hunsaker
2. Matt Hornbach
3. Paul Mehta
4. Maxwell Grinacoff
5. Yelena Shulyatyeva
6. Phoenix Kalen
7. David Eichhorn
8. John Sobolewski

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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