"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Azimut Group Global Co-Head of Fixed Income Nicolò Bocchin, Columbia Threadneedle Investments Ed Al-Hussainy, TCW Group CIO & Generalist Portfolio Manager, Fixed Income Bryan Whalen, and CreditSights Global head of Credit Strategy Winnie Cisar.
Chapters:
00:00:00 – Real Yield opens
00:03:07 – Bloomberg’s Mike McKee on Mortgage Rates, Treasury Yields & PCE Data
00:05:48 – Macro Roundtable: Market Interprets the Fed
00:06:04 – Ed Al-Hussainy: Inflation Risk & the Yield Curve
00:07:33 – Nicolo Bocchin: Why Markets May Be Misreading Inflation
00:08:48 – Al-Hussainy: Fed Communication & Long-Duration Risk
00:10:32 – Bocchin: Can Inflation Reach 2% Without Recession?
00:12:03 – Portfolio Positioning After the Fed Decision
00:14:31 – Bank of England Holds Rates Steady
00:14:48 – Andrew Bailey on Inflation, Oil & Rate Outlookn
00:19:09 – BOE Decision: What Could Trigger a Rate Hike?
00:21:26 – Auction Block: Corporate Bond Market Update
00:23:00 – Credit Roundtable: Bryan Whalen and Winnie Cisar on AI Debt Boom & Borrowing Costs
00:25:18 – Cisar on Whether Tech’s Debt Issuance Continue
00:26:28 – Whalen on Credit Default Swaps & AI Credit Risks
00:28:24 – Whalen on Which AI Companies Could Face the Biggest Risks
00:29:03 – Cisar oCredit Outlook & Investment Opportunities
00:30:05 – Whalen on Short-Duration Bonds vs. Long-Duration Risk
00:32:33 – Muni Moment: Trump Unveils Dulles Airport Expansion
00:35:08 – Swarthmore College Loses AAA Credit Rating
00:38:08 – Final Thoughts: Kevin Warsh’s "Family Fight"
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