"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Vanguard Head of Fixed Income Client Portfolio MGMT Matt Wrzesniewsky, BlackRock Chief Investment & Portfolio Strategist, Americas Gargi Chauduri, Nuveen Head of Fixed Income Strategy Tony Rodriguez, and TCW Generalist Portfolio Manager Jerry Cudzil.
YouTube Chapters
0:00 Real Yield opens
3:16 US Wholesale Inflation Cools
05:09 Roundtable: What the Inflation Data Means
07:00 When Will the Fed Move Rates?
09:03 Why Real Yields Look Attractive
10:52 The 30-Year Treasury Auction
12:01 AI Credit Issuance & the Yield Curve
15:10 Global Return: Japan, the BOJ & the Yen
18:18 Nvidia’s $500 Billion AI Financing Push
21:23 The Auction Block: Corporate Bond Issuance
23:03 Credit Roundtable: AI & Hyperscaler Debt
25:42 Managing AI Credit Exposure
28:47 High-Yield Credit & Signs of Stress
31:13 Muni Moment: NYC Pied-à-Terre Tax
33:47 Chicago’s Data Center Moratorium
36:30 Final Thought: 30-Year Treasury Auction
38:11 Inflation, Yields & the Fed’s Next Move
39:34 Could the Fed’s Next Move Be a Cut?
40:51 Fed Guidance & Market Volatility
——–
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