Short maturity government bond yields in Europe and the US may move somewhat high in the near term, according to Bloomberg Intelligence.
In this Macro Matters edition of the Bloomberg Intelligence FICC Focus podcast, Chief US Interest Rate Strategist Ira Jersey is joined by his European counterpart Huw Worthington to discuss the February meetings of the US, ... Show More
Oct 23
Credit Crunch: Waterfall’s Cuby on ABF and the European Consumer
“We’re credit guys,” says James Cuby, partner and head of Europe for Waterfall Asset Management, when discussing asset selection and the right risk-return profile. “We’re not going to be able to generate a 30% return, and therefore an investor’s not going to be comfortable with a ... Show More
55m 24s
Oct 22
Macro Matters: Buckler’s Lazar on Repo, Clearing and the Fed
With repo markets functioning smoothly but major structural changes approaching, investors are focused on funding conditions, Federal Reserve liquidity and the shift to mandatory Treasury clearing. Andrew Lazar, head of sales at Buckler Securities, joins Bloomberg Intelligence in ... Show More
27m 29s
Oct 21
Credit Crunch: Around the World of Global Credit in 60 Minutes
Global credit markets have stayed relatively calm through wars and sovereign crises like the one in France, despite swings in rates, making strategic insights essential. In this episode of the Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence’s global head of cred ... Show More
49m 42s
Sep 2025
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s
Sep 2024
Markets riding the ‘Fed wave’
<p>Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More
11m 1s
Aug 2023
Boston Partners' Mullaney: It's Powell versus bond market, winner take all
Michael Mullaney, director of global markets research at Boston Partners, says the bond market and Federal Reserve chairman Jerome Powell 'are like two ships passing in the night,' with the bond market expecting the central bank chairman to cut rates sooner than he might want to, ... Show More
1 h