"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Franklin Templeton Fixed Income CIO Sonal Desai, Wells Fargo Head of Macro Strategy Mike Schumacher, Morgan Stanley Chief Fixed Income Strategist Vishy Tirupattur and CreditSights Global Head of Credit Strategy Winnie Cisar.
Chapters:
00:00:00 – Real Yield opens
00:02:44 – Desai and Schumacher on SCOUTS Decision
00:08:42 – Schumacher: Fed is Comfortable With Policy
00:09:37 – Desai: Don’t See Need For Additional Cuts
00:11:08 – Schumacher: Low Probability of Rate Hike This Year
00:12:10 – Desai on Kevin Warsh as Fed Chair
00:13:40 – Schumacher on Volatility
00:15:37 – Tradeweb Strikes A Deal With Kalshi
00:20:20 – Blue Owl Loan Sales Raises $1.4B For Investor Payouts
00:24:15 – Tirupattur and Cisar on Spreads Widening
00:26:47 – Tirupattur: The Economy Is Going Pretty Well
00:27:57 – Cisar: Inflation Reacceleration Is A Concern
00:28:53 – Tirupattur: This Is Not The End of Private Credit
00:33:43 – Trump To Hold A Press Briefing
00:36:24 – Questions Swamp Morgan Stanley Muni Webinar
00:40:32 – Michael McKee and Tyler Kendall on IEEPA TariffsRuling
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