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Bloomberg Intelligence's weekly podcast on fixed income, credit, currencies, and commodities.
Latest Episodes
- US Politics Could Soon Revive De-Dollarization Talk: FX MomentThe dollar's status as the ultimate global reserve currency is intact and the currency is still leading on the International Monetary System's key parameters. Yet geopolitics and China's efforts to push for internationalization of the yuan are keeping FX regionalization and de-dollarization topical. Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, and BI chief Asia FX and rates strategist Stephen Chiu discuss how the looming US presidential election might affect de-dollarization. Stephen and Audrey also touch on some key themes covered in their latest FX Deep Dive: ''De-Dollarization, FX Regionalization and the Yuan's Expansion'', including the role of gold as a factor in the de-dollarization debate. The deep dive can be found at BI CURR on the terminal.
- VIX at 65, MOVE Above 100: All Options ConsideredIn this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu covers the VIX at 65 being due to market technicals and unreflective of fundamentals, as well as the support for rates volatility from uncertainty around the pace and extent that policy rates decline rather than the direction of travel, which is clear cut.
- Schroders' Graham Seeks Alpha In EM Corporate Credit: EM LensEM corporate and quasi-sovereign debt is outperforming the broader EM sovereign credit complex, as the asset class returns to favor following years of below-average bond issuance. In this month’s EM Lens & Look-Through podcast, Autumn Graham (Emerging Market Portfolio Manager, Schroders) joins Bloomberg Intelligence Chief EM Fixed Income Strategist Damian Sassower to discuss the risk-return tradeoff in EM corporate credit. Graham and Sassower touch on issuer fundamentals, market depth, foreign positioning, geopolitical risk and the impact of de-globalization.
- Rethinking Macro Credit Patterns via BI STRTE: Credit CrunchMacro credit trends tend to be based on more of a feel than precise numbers. In this latest episode of the Credit Crunch podcast, Mahesh Bhimalingam, Chief European Credit Strategist and Heema Patel, Senior Credit Strategy Associate at Bloomberg Intelligence, delve into proprietary research and data on BI STRTE to make macro credit very precise. Explore their novel spread-prediction model with market and macroeconomic drivers, insights on index metrics -- default rates, rating quality/drift and credit ratios. They also discuss if green bonds are trading at a premium or discount, a methodology contrasting with the conventional greenium calculations. Lastly, they address the main derivative play in credit, the cash-CDS basis and gain perspective on current market patterns and uncover alpha-generating opportunities.
- How Canada’s Economy, Rates Have Diverged From US: Macro MattersThe Canadian economy is rife with potholes that could potentially be hit by a policy mistake, says US and Canadian Economist for Bloomberg Economics, Stuart Paul. Paul joins host and Bloomberg Intelligence's Chief North American rate strategist Ira Jersey and senior associate rates strategist Will Hoffman to discuss the state of the Canadian economy and rate markets. They discuss the key drivers and outlooks for the Canadian economy and possible risks across the short and medium term, as well as key differences in US and Canadian central bank mandates and potential policy paths.
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