Credit Crunch: Shorecliff’s Nachman on Market...

In this episode of FX Moment, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman and Jordan Rochester, head of FICC strategy for EMEA at Mizuho Bank, discuss how the evolving UK political dynamics leave sterling exposed in the near term via the potential revival of ...  Show more

Bloomberg Intelligence’s chief US interest-rate strategist Ira Jersey lays out his latest views on the Federal Reserve and the US Treasury market in this solo Macro Matters edition of the FICC Focus podcast. Jersey discusses why he expects the Fed to remain on hold for at least t ...  Show more

The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon.

We explore how their trade is structured, the macroeconomic insights drivin ...

Today's Post - https://bahnsen.co/45pEwTs

Exploring Market Volatility and the Concept of a Minsky Moment

In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving ...

In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a ...  Show more

Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ...  Show more