FICC Focus

State of Distressed Debt: Weber, Aguirre on Attaining Owner DNA

Macro Matters: Fed Past & Future with BNY's Reinhart

FX Moment: Iran War Shift First Step Out of Sterling Bear Cycle

EM Lens: Seeking Solace Ahead of the IMF’s Spring Meetings

Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe

All Options Considered: Iran War, Hormuz and Market Tails

Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience

Credit Crunch: Monroe’s Uddin on Software, Middle-Market Lending

Macro Matters: Fed Communications With Bloomberg’s Mike McKee

Credit Crunch: Proskauer’s Boyko on Outcomes in Private Credit

State of Distressed Debt: Davis Polk’s Resnick on Emerging LME Trends

Macro Matters: Central Banks With BE’s Wong, BI’s Worthington

EM Lens: Shifting to Second Derivatives in EM Sovereign Debt

Credit Crunch: AGL’s Comer on CLOs, Active Management and Growth

EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies

Macro Matters: Yield-Curve Scenarios with BNY’s Granet

Credit Crunch: Iran War, Software Rout and Credit a Safe Haven

State of Distressed Debt: Moelis’ Murray on Private Credit Workouts

Masters of the Muniverse: MMA Founder Doe on Prediction Markets

Macro Matters: DC Policy Update With BI’s Nathan Dean

All Options Considered: Middle East Conflict, What Markets Are Missing

FX Moment: Iran War and Assessing the Shifting Dollar Narrative

Credit Crunch: IR+M’s Gubitosi on Corporates, Securitized Value

Macro Matters: SFVegas Recap with BI’s MBS Strategist Adelberg

Credit Crunch: Around the World of Global Credit in 60 Minutes

EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk

Macro Matters: US Rates Outlook With Goldman’s Marshall

Credit Crunch: Wellington's Bannister Talks Private Credit 2.0

Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply

FX Moment: Assessing Narratives That Take the Euro Past $1.20

State of Distressed Debt: Andrew Milgram on Middle-Market Opportunity

Credit Crunch: Apollo’s Matt Nord on Hybrid Growth, Opportunity

All Options Considered: Japan's Election and Market Implications

Macro Matters: MBS Update With BI’s Erica Adelberg

Credit Crunch: Lazard’s Whittaker, Howard on EU Stress, Advisory

Credit Crunch: Beach Point’s Hunsaker on Structured Landscape

Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve

Macro Matters: Europe-US Divestment Concerns Look Overstated

State of Distressed Debt: 2026 Outlook, STG, First Brands, Hertz

Credit Crunch: Leveraged Loan, Private Credit, CLO Outlook 2026

All Options Considered: Equity Derivatives Dynamics With UBS

Macro Matters: Ample Reserves and Fed Stigma With Darrell Duffie

Credit Crunch: Axar’s Axelrod on Zombie Owners and Credit Cycle

FX Moment: Brown Brothers Harriman's Haddad on G10 FX in 2026

Macro Matters: 2026 US Economic Drivers With CFB’s Shulyatyeva

EM Lens: Between a Rally and a Hard Place in EM Local Rates

Credit Crunch: NISA’s Eichhorn on Alpha and Liability Management

FICC Focus Special: High Yield Outlook

FICC Focus Special: Panel Discusses Investment Grade Outlook

State of Distressed Debt: Latham's Sobolewski on Debtor Playbook