FICC Focus

SPECIAL EPISODE | After nearly four decades of dormant inflation, EM economies must now contend with rising price pressures and the possibility that they may take longer to dissipate than initially anticipated. What is the impact of higher interest rates on market structure and liquidity? Is a more persistent inflationary impulse causing creditors to adjust their investment timelines? Join industry experts from Pimco, Lazard, Cerberus, Itau and Swiss Re as we explore the key trends that are reshaping the global investment landscape.

SPECIAL EPISODE | Risk of a U.S. recession is growing more likely, with the potential to impact valuations across EM asset classes. As Fed tightening, China lock-downs and the war in Ukraine collide, who is best positioned and why? How has the risk of contagion evolved across EM and how do you expect policy makers to respond? Join industry leaders from Goldman Sachs, J.P. Morgan, Citigroup, Bank of America and Brown Brothers Harriman as we explore the key trends that are reshaping the global investment landscape.

In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassoweris joined by Claudio Irigoyen, Head of Latin America fixed income & FX strategy at Bank of America. Irigoyen shares his outlook for the region in the wake of higher inflation, slower growth and the broader shift toward populism.

 In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Claudio Irigoyen, Head of Latin America fixed income & FX strategy at Bank of America. Irigoyen shares his outlook for the region in the wake of higher inflation, slower growth and the broader shift toward populism.

Hosts, Eric Kazatsky and Amanda Albright, discuss new developments at the intersection of the sleepy municipal bond market and blockchain technologies. This week we are joined by Tammie Arnold and Stephen Winterstein from Alpha Ledger.

In this Macro Matters edition, host and BI Chief US Interest Rate Strategist Ira Jersey is joined by Noel Hebert, BI Chief US Credit Strategist, and Angelo Manolatos, BI Senior Associate Interest Rate Strategist.Jersey shares his thoughts on the June FOMC meeting, which he calls a “dovish 75-basis point hike” as Chairman Jerome Powell’s comments that interest rate increases of that magnitude wouldn’t be common, and said he expects the Federal Reserve will raise the federal funds rate to over 4%. Hebert then discusses the fundamentals, technicals and valuation of the investment grade and high yield corporate bond markets. He notes a shift in investor preference toward floating rate loans and the challenges some companies may have as rate increases bump up interest expense. Hebert also reviews some sectors he’s concerned with, and others which may outperform as the Fed tightens monetary policy. In this episode’s Fun Fed Facts segment, Manolatos reviews the Fed’s summary of economic projections and the dot plot, noting how, if the high dot for year-end is realized, there would need to be at least one additional 75-bp move before year-end.LIVE Event Coming UpFed's Powell Remarks at Inaugural Conference on Int'l Role of US Dollar06/17 13:35Set Reminder | LIVE »Related tickers:

In this first edition of All Options Considered, Bloomberg radio host Caroline Hepker is joined by BI's Chief Global Derivatives Strategist Tanvir Sandhu and Chief Investment Officer and Founder of Artemis Capital Advisers, Christopher Cole, to discuss the latest developments in the volatility landscape.

In this Credit Chat edition, Robert Schiffman is joined by BI credit analysts Mike Campellone and David Havens to discuss the increasing risks in the retail and financial services sectors on inventory and supply chain issues, inflation, rising rates and the drop in crypto valuations.

In this State of Distressed Debt edition, Bloomberg News distressed debt reporter Eliza Ronalds-Hannon joins BI's bankruptcy litigation analyst Negisa Balluku, distressed credit analyst Philip Brendel and Global Credit Strategy head Noel Hebert to discuss why we believe a new distressed debt surge is starting, developments and ramifications of J&J's Talc subsidiary's strategic Chapter 11 filing, reports of Revlon debt restructuring talks, Talen Energy and TPC Group.

In this Macro Matters edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is joined by Ben Emons, Managing Director of Global Macro Strategy at Medley Global Advisors, and Angelo Manolatos, BI Senior Associate Interest Rate Strategist.Emons discusses his views on the commodity, equity and fixed income markets, including how energy prices affect some equity sector spending patterns and how input costs are impacting earnings. Additional downside in stocks is possible, he notes. Jersey and Emons then discuss Federal Reserve monetary policy and the possible terminal rate for the federal funds target rate. In this episode's Fun Fed Facts segment, Manolatos' reviews the Fed's profit remittances to the Treasury Department and how they could develop over time. Jersey notes that the lack of remittances may mean little to Treasury supply as budget deficits continue to improve.