Latest news with #FICCFocus
Bloomberg
17-07-2025
- Business
- Bloomberg
Stablecoin Policy Update with Nathan Dean: Macro Matters
The GENIUS Act is just the beginning of the regulatory process for stablecoins, notes Nathan Dean, senior policy analyst for Bloomberg Intelligence on this Macro Matter's episode of the FICC Focus podcast series. Dean joins hosts Ira Jersey and Will Hoffman of the BI Interest Rate Strategy team to discuss why the act was created, how demand for Treasury Bills and repurchase agreements may shift over time, and they briefly touch on the proposed change to the bank supplementary leverage ratio. For more of these teams recent research on stablecoins see Stablecoins Risk Money-Supply Increase {NSN SZHOL9GPWCK4 } and How's Crypto Regulated in the US? Curvy Path Reigns for Firms {NSN SZHOQAGPFHPV }
Bloomberg
09-07-2025
- Business
- Bloomberg
Investor Survey, Trade War and Dollar, H2 Outlook: Credit Crunch
Credit and high yield had a good 1H, despite tariffs and a spread rout, as there was a strong recovery. Will 2H be as strong and why? Mahesh Bhimalingam, Bloomberg Intelligence Global Head of Credit Strategy, discusses the results of the BI 3Q25 High Yield Investor Survey, along with the market outlook, with Thomas Samson, High Yield Portfolio Manager at Muzinich & co. They discuss dollar flows into euro assets, trade war impact on dispersions, impact of private and loan markets on junk and default rates for 2H. The podcast also covers investor positioning, sentiment, key return drivers, and supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify. Apple: Spotify:
Bloomberg
20-06-2025
- Business
- Bloomberg
Fed Thoughts with BI Rates Strategist Ira Jersey: Macro Matters
The Federal Reserve may cut faster and to a lower rate then the market is pricing, says Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey on this Macro Matters edition of the FICC Focus Podcast series. Jersey flies solo on this episode discussing his takeaways from the June FOMC meeting, his view on the timing and pace of rates cuts, and what such an outcomes means for the Treasury yield curve.
Bloomberg
14-05-2025
- Business
- Bloomberg
Trade War Easing, Wide Spreads Aid Credit Outlook: Credit Crunch
Credit recovered from the tariff rout with trade war easing with many deals across US, China and UK while the new government takes shape in Germany and rate cuts priced for central banks, especially the ECB and BOE adding momentum. The big question is whether this strength will continue? In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Amir Fergani, Head of Credit LDI at Generali Asset Management, discuss tariffs, fiscal policies German and French politics and their effect on inflation, growth and central bank policy, the dollar weakness and its impact on global credit and the challenges of taking a directional view after big rates moves. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify. apple: Spotify:
Bloomberg
01-05-2025
- Business
- Bloomberg
Reasons to Believe in Better Canadian Dollar Fortunes: FX Moment
There's a case to argue that peak tariff headlines negativity is behind for Canada and that can be associated with improved fortunes for the currency. In this episode of FX Moment, BI's Chief G10 FX Strategist Audrey Childe-Freeman talks to Jeremy Stretch, Chief International Strategist at CIBC World Markets, about Canada's economic and political dynamics, for a Canadian dollar focus episode. The Bank of Canada will probably end up being more dovish than expected in 2025, but it isn't alone and combined with more expansionary yet credible fiscal dynamics under Mark Carney's leadership, that should all help the growth narrative and the currency. Jeremy and Audrey also discuss the longer-term increased Canadian dollar appeal in a context of de-dollarization and global reserves diversification strategies. FX Moment is part of the FICC Focus podcast. Listen to FICC Focus on Apple Podcasts and Spotify. Apple: Spotify:
