FICC Focus

398 Episodes

1. Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch

   Published: 1/15/2025
2. HSBC’s Kettner Is Leaning Into High-Beta Asset Classes: EM Lens

   Published: 1/14/2025
3. Waterfall’s Raghavan on CRE’s Outlook: State of Distressed Debt

   Published: 1/13/2025
4. PineBridge’s Oh on Favorable Credit Environment: Credit Crunch

   Published: 1/10/2025
5. No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment

   Published: 1/7/2025
6. Diamond Hill’s Song on Credit Outlook, Landscape: Credit Crunch

   Published: 12/27/2024
7. Middle-Market Lending With Marathon’s Lueker: Credit Crunch

   Published: 12/23/2024
8. Market Outlook Post December FOMC With Ben Emons: Macro Matters

   Published: 12/19/2024
9. How Big Banks See 2025’s Muni Outlook: Masters of the Muniverse

   Published: 12/18/2024
10. KKR’s Pietrzak on Private Credit Scale, Value: Credit Crunch

    Published: 12/13/2024
11. 2025 High Grade and High Yield Outlook, US vs. EU: Credit Crunch

    Published: 12/11/2024
12. Do EM Country Fundamentals Really Even Matter Anymore?: EM Lens

    Published: 12/10/2024
13. The Year Ahead in Rates, Credit and Currencies

    Published: 12/9/2024
14. Bain’s Rufino on Special Sits Strategy: State of Distressed Debt

    Published: 12/6/2024
15. ABS 2025 Market Dynamics With BI’s Rod Chadehumbe: Macro Matters

    Published: 12/5/2024
16. Shifting EM Backdrop Will Breed Both Winners and Losers: EM Lens

    Published: 12/4/2024
17. No Existential Euro Risk, But It's Not a Rosy Picture: FX Moment

    Published: 12/3/2024
18. Volatility Bite-Size: All Options Considered

    Published: 11/29/2024
19. NAV Lending Prospects With Crestline’s Philipp: Credit Crunch

    Published: 11/26/2024
20. Crews & Associates’ Mulholland on Treasury Market: Macro Matters

    Published: 11/25/2024