"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Janus Henderson Head of Multi-Asset Macro Investing Mike Contopoulus, JPMorgan Asset Management US CIO of US GFICC Kay Herr, Capital Group Fixed Income Asset Class Lead Margaret Steinbach, and CreditSights Head of IG & Macro Strategy Zachary Griffiths.
YouTube Chapters:
00:00 Bloomberg Real Yield opens
03:31 Mike McKee on CPI & Fed Rate Hike Risks
05:58 Roundtable: Bessent vs. the Bond Market
08:29 Treasury Auctions & Bond Demand
10:31 Fixed Income Outlook & Treasury Returns
13:02 What Could Bring Long-Term Yields Down?
15:07 Alex Vasquez on Pemex & Mexico’s Debt
18:51 Josh Wingrove on Affordability & Trump’s $5,000 Proposal
21:25 Auction Block: Global Corporate Bond Issuance
23:07 Credit Roundtable: Margaret Steinbach & Zachary Griffiths
25:29 Hyperscaler Debt & AI Funding
27:32 Rising Rates & Credit Spreads
29:08 High-Yield Credit & Default Risks
30:32 Oracle Debt & Downgrade Risk
31:55 Muni Moment: MTA Luxury Real Estate Bonds
33:51 Connecticut Pension Funding
36:47 Mike McKee on Oil, Inflation & the Fed
40:03 Fed Outlook Ahead of CPI
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
