All content for FICC Focus is the property of Bloomberg Intelligence and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
Macro Matters: BI Rates 2026 US Treasury Market Outlook
FICC Focus
17 minutes
1 month ago
Macro Matters: BI Rates 2026 US Treasury Market Outlook
The Federal Reserve may cut its benchmark rate below 3% next year, bull steepening the yield curve beyond what’s priced into forwards, says Ira Jersey, Bloomberg Intelligence chief US rates strategist. Jersey is joined by BI US and Canada rates strategist Will Hoffman on this episode of the Macro Matters podcast to discuss the BI Rates team’s recently released 2026 US Treasury Market Outlook. The pair discuss the state and direction of the US economy and how Fed interest-rate and balance-sheet policies are likely to shift. They also touch on the supply-and-demand outlook for the Treasury market, as well as relative value across the yield curve.
The Macro Matters podcast is part of BI’s FICC Focus series.
FICC Focus
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
