"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Management, Co-Chief Investment Officer of Fixed Income Alex Mackey.
YouTube Chapters:
00:00 Bloomberg Real Yield opens
03:15 Mike McKee on Rising Mortgage Rates
06:21 Kelsey Berro & Brij Khurana on the Bond Selloff
09:15 Bond Markets, Oil and Iran
11:29 Treasury Auctions and Debt Supply
13:42 Finding Value in Global Bonds
15:54 France’s Bond Market Turmoil
19:21 Trump, Iran and Treasury Yields
21:03 The Auction Block
22:42 Alex Mackey & Meghan Robson on Credit Supply
23:43 AI Debt and SpaceX Financing
26:50 Opportunities in Bank Debt
29:27 Bank Debt vs. AI Credit
31:15 High-Yield Credit Risks
33:54 Muni Moment: School District Financial Stress
38:38 OpenAI Revenue Breaking News
39:07 Final Thought: Inflation and CPI
40:44 Fed Outlook and Kevin Warsh
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