The economy is firing on all cylinders and continues to show positive momentum, says Lara Rhame, chief US economist at FS Investments. Rhame joins Macro Matters co-host and Bloomberg Intelligence chief US rates strategist Ira Jersey and senior US rates strategy associate Will Hoffman to discuss the major drivers of the US Treasury market. The trio examine how the Federal Reserve may respond to current and future economic conditions, and the impact of various outcomes across asset classes and the Treasury curve. They also discuss the likely path of fiscal policy and the potential implicati ..read more

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matt King, Founder of Satori Insights. They discuss the impact of central bank reserves on cross-asset markets ..read more

In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matt King, Founder of Satori Insights. They discuss the impact of central bank reserves on cross-asset markets ..read more

Shorecliff Asset Management’s Grant Nachman talks about the intellectually-enriching challenges of launching a new firm in this episode of Bloomberg Intelligence’s Credit Crunch podcast. Grant joins BI’s chief US credit strategist Noel Hebert and his colleague Sam Geier to discuss Shorecliff’s full-cycle credit-investing strategy, the benefits of having a lean team, a bottom-up due-diligence process, the ideal size for the strategy and more ..read more

French and UK politics generated most headlines in recent weeks -- and France's political conundrum has yet to be solved -- but US politics are likely to take center stage and dictate the dollar's fortunes in the run-up to the Nov. 5 elections. Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, talks to BI's senior government analyst Nathan Dean about the near-term political agenda and what considerations may dominate when it comes to finalizing the Democrats' candidate. Nathan and Audrey also investigate how a second Trump administration may affect the dollar cyclically ..read more

US Supreme Court Justice Brett M Kavanaugh would have a “great career as a restructuring professional,” according to University of North Carolina at Chapel Hill law professor Melissa B. Jacoby, as his Purdue Pharma 54-page dissent mirrored many bankruptcy lawyers’ skepticism regarding the US trustee’s arguments. In this episode of Bloomberg Intelligence’s State of Distressed Debt podcast, part of the FICC Focus series, BI bankruptcy litigation analyst Negisa Balluku interviews Jacoby, author of the new book Unjust Debts, on the impact of the Supreme Court’s Purdue decision on mass tort bankrup ..read more

A lot has changed in the world of munis over the past 40 years, but don’t take our word for it. Joining hosts Eric Kazatsky and Karen Altamiranoon the June edition of Masters of the Muniverse is Joe Mysak of Bloomberg News, retiring this month after 40-plus years of covering public finance. In this month’s episode, we discuss Joe’s storied career at Bloomberg, how the muni marke thas changed and what to expect for the second half of the year. To help us bid him farewell, we’re also joined by a few special guests ..read more

Watching the household survey portion of the Employment Situation report may be a better indicator of the economy, Stuart Paul of Bloomberg Economics says on this edition of the Bloomberg Intelligence FICC Focus Podcast. Paul joins host Ira Jersey, BI chief US interest rate strategist, to discuss recent economic data trends, the disconnect between surveys and hard data, upcoming data and the BE outlook for monetary policy. Paul says he believes US Federal Reserve Chairman Jerome Powell may be somewhat dovish at the semiannual monetary policy report to Congress, and could use the Jackson H ..read more

Carry has been the primary driver of EM risk premia in recent years, yet the landscape may be shifting as growth improves, inflation recedes and geopolitical uncertainty takes hold. In this month’s EM Lens & Look-Through podcast, Managing Director of Emerging Markets at TCW Penny Foley joins Bloomberg Intelligence Chief EM Credit Strategist Damian Sassower to discuss demand for idiosyncratic carry as investors look to EM for uncorrelated streams of future income. Foley and Sassower touch on election risk, foreign positioning, growth dynamics and central-bank policy divergence ..read more

Diversification, lower default rates and elevated yields are just a few of the features of today’s collateralized loan obligation (CLO) landscape, says Senior Managing Director and Head of Structured Credit at Pretium Jerry Ouderkirk. He joins Bloomberg Intelligence analysts Noel Hebert and Sam Geier on this episode of Credit Crunch to discuss the asset class’ current state and its evolution over nearly two decades. The dialog touches on what backdrops drive primary vs. secondary market allocations, default expectations, loan and CLO dynamics, among other topics ..read more