The Federal Reserve’s communications have gotten more open — perhaps too open — during the time Michael McKeehas covered the central bank for Bloomberg News. McKee, international economic and policy correspondent, joinsIra Jersey, Bloomberg Intelligence chief US interest rate strategist, on this Macro Matters edition of theFICC Focus podcast. McKee talks abo ... Show More
Jul 31
Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst
“In the US today, what you see is... capital leaving the system out of the BDCs, and that’s creating a lot of technical pressure on the market,” says Robin Doumar, founder and managing partner of Park Square Capital. “So we should see better structures, better pricing, better ter ... Show More
54m 40s
Jul 30
Macro Matters: BE’s Anna Wong on Warsh and Fed Communication
Kevin Warsh’s new communications approach may be creating more uncertainty for markets, not less. Anna Wong, Bloomberg Economics chief US economist, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist, on this Macro Matters edition of the FICC Focus podcast ... Show More
16m 35s
Jul 28
EM Lens: Identifying Alpha Opportunities in EM Equities
Emerging market equities are among this year’s top-performing asset classes globally as investors benefit from strengthening fundamentals, diminishing foreign-exchange volatility and a more resilient macroeconomic backdrop. Andrew Keiller, partner at Baillie Gifford, joins Damian ... Show More
30m 8s
Feb 2022
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ... Show More
25m 27s
Jan 2019
Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)
Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 ... Show More
31m 48s