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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy steps governments are taking to cushion households and firms, and they analyze structural drivers such as terms of trade and the degree of energy price pass‑through to inflation. The conversation highlights medium‑term implications for EM growth and inflation expectations, especially if the conflict in Iran persists, and points to potential investment opportunities amid heightened volatility.
In this episode, BNY Mellon CIO Jason Granet discusses the current and future shape of the U.S. Treasury yield curve, arguing that recent flattening is a temporary, cyclical retracement and that a steeper curve is likely to resume. He and...
In this episode of Credit Crunch, Mahesh Bhimalingam and guest Sarah Harrison discuss the impact of the Iran war and recent software sector volatility on global credit markets. They note that despite geopolitical tensions, credit spreads have remained relatively resilient,...
In this inaugural Bloomberg Intelligence FIC podcast, municipal market veteran Tom Doe discusses the emerging role of prediction markets—platforms like Polymarket and CalSHE—in providing real‑time sentiment and risk data for municipal bonds. He explains how these markets could address shortcomings...
In this episode of Credit Crunch, Noel Hubert interviews Jim Gubitosi, co‑CIO of Income Research & Management, about the firm’s evolution from a modest $10 bn AUM boutique to a $130 bn fixed‑income specialist. Gubitosi recounts how the 2007‑08 financial crisis forced...
The Bloomberg Intelligence FIC team examined global credit trends, focusing on a surge in Asian convertible bonds driven by higher rates, equity volatility, and issuer demand for cheap funding, while noting a slowdown in Chinese dollar bond issuance as firms...
In this episode, Mahesh Bhimalingam of Bloomberg Intelligence and Ashwin Palta of BNY Investments discuss the Bloomberg Intelligence 1Q26 Investor Survey, highlighting the continued resilience of credit and high‑yield markets despite recent tariff shocks and rate volatility. They examine why...
