Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views on future central-bank policy action in the US, Europe and emerging markets. He ... Show More
Yesterday
EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo Medeiros, head of EM research at Ashmore Group, joins Damian S ... Show More
28m 49s
Mar 12
Macro Matters: Yield-Curve Scenarios with BNY’s Granet
The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US ... Show More
21m 9s
Mar 11
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it’s been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligenc ... Show More
35m 7s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Aug 2021
BMO's Kimball: 'Everyone is talking about the Fed too much'
Scott Kimball, head of US fixed income at BMO Global Asset Management says investors need to recognize that the Federal Reserve is taking away emergency provisions, which should not threaten risk markets the way they feel threatened right now. With the Fed remaining cautious, Kim ... Show More
59m 13s
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
Feb 2024
Bain Sees Big CLO Opportunity; WeightWatchers' Survival
Collateralized loan obligations are among the best debt investment opportunities for this year, according to John Wright, global head of credit at Bain Capital. Spreads on the structured investment vehicles, which repackage leveraged loans into bonds of varying risk, may tighten ... Show More
38m 27s
Oct 2023
How Higher Interest Rates Alter Our Financial Blueprint
<p>We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.</p><p>Topics covered include:</p><ul><li>Where current interest rates stand</li><li>Centra ... Show More
28m 38s
<p>As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ... Show More
