"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: BMO Capital Markets Head of US Rates Strategy Ian Lyngen, Moody’s Rating Global Head of Private Credit Marc Pinto, Former Federal Reserve General Counsel Scott Alvarez, Barings High Yield Portfolio Manager Michael Best, and Neuberger Head of Private Debt Susan Kasser.
Chapters:
00:00:00 – Real Yield opens
00:02:28 – DOJ Drops Powell Probe
00:04:19 – Macro Roundtable: Ian Lyngen and Ira Jersey
00:06:02 – Lyngen on 10-Year Yield
00:07:24 – Jersey: War Will Have Impact on Inflation Expectations
00:09:10 – Jersey on Kevin Warsh Hearing
00:10:58 – Lyngen: Market Looking For Greater Clarity
00:14:48 – Private Credit BDC 1Q Inflows Plunge 59% From 2025
00:15:47 – Mark Pinto: Looking At Software Carefully
00:17:10 – Pinto on BDCs
00:18:06 – Pinto on Run with Moody’s Jon Gray
00:19:01 – Pinto: BDCs Have Taken A Licking, But Keep on Ticking
00:21:13 – Midday Movers: Powell Probe Ending, Iran Hopes Lift Stocks, Intel Shares Surge
00:23:16 – Scott Alvarez on DOJ Dropping Powell Probe
00:24:26 – Alvarez on Jerome Powells’ Future
00:27:47 – Alvarez: Warsh Has to Build Relationship With the Board
00:30:22 – Michael Best: Strong Credit Market
00:31:41 – Susan Kasser: Private Credit Spreads Have Widened
00:33:05 – Best: Pockets of Complacency Sneaking In
00:34:55 – Kasser: People Underestimate Value Private Sponsor Bring
00:38:24 – ‘Tax The Rich’ Policies Draw Attention
00:41:37 – What to Watch Next Week
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