Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In this Macro Matters edition, Chief US Interest Rate Strategist Ira Jersey is joined ... Show More
Yesterday
Credit Crunch: Ellington’s Vranos on MBS Innovation and Alpha
“You want to buy the security based on this yield, but you have to protect against the risks,” says Mike Vranos, CEO and founder of Ellington Management Group. “What you see is many investors just ignore the option they’re short or, in the extreme example, they ignore the left ta ... Show More
56m 55s
Sep 25
State of Distressed: Latham’s Sobolewski on Evolving LME Tactics
“’Co-op first, ask questions later’ is down a bit from its peak, though not dead,” observes John Sobolewski, Global Chair of Latham & Watkins’ Liability Management Practice, as he addresses the latest dynamic between debtors and lenders in distressed situations. In this episode, ... Show More
1h 24m
Sep 24
Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets
With AI investment accelerating, energy costs rising and Treasury yields pushing to multi-decade highs, investors are confronting a market where few assets look obviously cheap. Jimmy Chang, chief investment officer of Rockefeller Global Family Office, joins Bloomberg Intelligenc ... Show More
22m 17s
<p>Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.</p><p><br></p><p>----- Transcript -----</p><p><strong>Seth Carpenter:</strong> Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economis ... Show More
<p>Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head o ... Show More
