EM Lens: William Blair’s Assalin Remains Bull...

Housing affordability, mortgage-market modernization and changing refinance behavior are reshaping the outlook for mortgage-backed securities. Erica Adelberg, Bloomberg Intelligence MBS strategist, joins Ira Jersey, BI chief US interest-rate strategist, on this edition of the FIC ...  Afficher plus

On the face of it, index volatility has remained relatively subdued, but underneath there is significant rotation and elevated single-stock volatility. In this edition of the All Options Considered podcast, Bloomberg Intelligence chief global derivatives strategist Tanvir Sandhu ...  Afficher plus

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Afficher plus

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ...  Afficher plus

Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ...

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about ...  Afficher plus