Will Hoffman
Bloomberg Intelligence rates strategist covering U.S. and Canadian rates, providing analysis on Federal Reserve balance-sheet policy, money markets, and short‑end Treasury technicals during the episode.
Top 3 podcasts with Will Hoffman
Ranked by the Snipd community
5 snips
Jul 27, 2024 • 33min
Bonds Are Not Vegetables Says HSBC’s Steven Major: Macro Matters
Steven Major, HSBC’s global head of fixed-income research, joins Bloomberg Intelligence strategists Ira Jersey and Will Hoffman to delve into the complexities of bond markets. They discuss the determinants of long-term interest rates and how supply influences yields. Regulatory constraints on dealer-intermediation are examined, alongside a contrarian outlook for global bonds. The conversation emphasizes the need for intellectual honesty in economic research while exploring the shifting dynamics between goods and services consumption.
Dec 4, 2025 • 17min
Macro Matters: BI Rates 2026 US Treasury Market Outlook
Will Hoffman, a rates strategist at Bloomberg Intelligence specializing in U.S. and Canadian rates, joins Ira Jersey to dissect the future of the U.S. Treasury market. They discuss potential Fed rate cuts below 3%, a bull steepening yield curve, and the implications of fiscal policies on deficits. Hoffman explains the Fed's shift to a net-neutral balance sheet while detailing rising demand for T-bills. The conversation also highlights how supply and seasonal factors might influence short-end risks and the overall yield curve outlook through 2026.
Apr 25, 2024 • 22min
The Economy, the Fed, and the Mortgage Market: Macro Matters
BI's Erica Adelberg and Will Hoffman discuss MBS market trends, housing market performance, and the implications of continued MBS runoff from the Fed's balance sheet. They delve into structural demand implications, rising housing prices, refinancing trends, and the evaluation of higher mortgage coupons.
