Sonali Basak highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Core Plus Bond ETF Portfolio Manager Priya Misra, TD Securities Head of US Rates Strategy Gennadiy Goldberg, Bank of America Securities Head of US Credit Strategy Neha Khoda, and Axonic Capital Principal and Head of Research Peter Cecchini.
Chapters:
00:00:00 – Real Yield opens
00:00:51 – Misra and Golddberg on Scott Bessent’s Interview with David Westin
00:04:15 – Goldberg on Appetite for US Long End Debt
00:05:05 – Misra on Yields, Growth, Deregulation
00:09:04 – Goldberg on Global Bond Movements
00:13:10 – Khoda: Credit Demand Is There, Watching Risk
00:14:53 – Cecchini: Tariffs, Fiscal Add to Credit Risks
00:17:50 – Khoda: Tariff Story Far From Over
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