FICC Focus

429 Episodes

1. BOJ Intervention Alone Won't Turn Dollar-Yen Fortunes: FX Moment

   Published: 5/9/2024
2. Special Situations Landscape With Polus’ Dafforn: Credit Crunch

   Published: 5/6/2024
3. Geopolitics, Biden vs. Trump and Markets: All Options Considered

   Published: 5/3/2024
4. Fed Balance Sheet Runoff and Treasury Issuance: Macro Matters

   Published: 5/2/2024
5. IMF’s Natalucci and Wu on Risks to Financial Stability: EM Lens

   Published: 4/30/2024
6. The Economy, the Fed, and the Mortgage Market: Macro Matters

   Published: 4/25/2024
7. Rate-Cut Delays Wounded Credit - How Much Longer?: Credit Crunch

   Published: 4/23/2024
8. Yieldstreet’s CIO on Opening Up Alternatives: Credit Crunch

   Published: 4/19/2024
9. Blind Spots in Active Muni Management: Masters of the Muniverse

   Published: 4/17/2024
10. Arena's Zwirn on Flexibilty in Special Situations: Credit Crunch

    Published: 4/15/2024
11. US Rate Markets Refresh After Two Weeks of Mayhem: Macro Matters

    Published: 4/12/2024
12. Euro-Dollar Parity Talk, Dollar-Yuan, Intra-Asia FX: FX Moment

    Published: 4/10/2024
13. Volatility Forum 2024 Part II: All Options Considered

    Published: 4/8/2024
14. Ken Feinberg on Mass Tort Mediation: State of Distressed Debt

    Published: 4/5/2024
15. DiNapoli on NY and Taxpayer Migration: Masters of the Muniverse

    Published: 3/30/2024
16. Volatility Forum 2024: All Options Considered

    Published: 3/28/2024
17. Chatterjee on Carrying in a Low-Volatility Beta Regime: EM Lens

    Published: 3/26/2024
18. Mid-Market Lending With Jim Fellows, First Eagle: Credit Crunch

    Published: 3/23/2024
19. Powell’s Dovish March Surprise With Anna Wong: Macro Matters

    Published: 3/21/2024
20. Muni Manager’s Active Focus Bucks Tide: Masters of the Muniverse

    Published: 3/15/2024