Bloomberg Intelligence's weekly podcast on fixed income, credit, currencies, and commodities.
Credit Crunch: Investor Survey 2Q - Iran, Rates, Dollar vs. Euro
Credit Crunch
Investor Survey 2Q - Iran, Rates, Dollar vs. Euro
Credit and high yield had first quarter losses due to the Iran war impact, especially on rates. Will 2Q revert those losses, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the BI 2Q26 Investor Survey and the market outlook with Manuel Schoeffler, Head of High Yield at Deka Investment GmbH. They discuss valuations and central bank actions, along with distress and default rates. This podcast also covers survey results on investor positioning, sentiment, key return drivers, supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors. The Credit Crunch podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.
Apr 14, 2026