"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: MissionSquare Managing Vice President Fixed Income Yulia Alekseeva, JPMorgan Asset Management Kay Herr, Axonic Capital Prinicpal Peter Cecchini, and BoFA Securities Head of US Credit Strategy Neha Khoda.
Chapters:
00:00:00 – Real Yield opens
00:03:11 – US Inflation Accelerates By Most Since 2022
00:06:21 – Yulia Alekseeva on CPI Number
00:08:16 – Kay Herr: US Consumer Sentiment Drops to Record Low
00:10:51 – Alekseeva: We’re In A Fragile Equilibrium For Rates
00:12:44 – Herr on Credit Markets
00:14:50 – Alekseeva on Fixed Income
00:17:42 – Private Markets Brace For Wall of Debt Maturities
00:18:40 – Carlyle Caps Private Credit Redemptions
00:21:18 – Midday Movers: US Equities Mixed, Oil Trading Higher, ServiceNow Shares Sink
00:23:57 – Peter Cecchini: See Widening in Areas of Structured Credit
00:25:19 – Neha Khoda Yields Are Attractive
00:27:09 – Cecchini: Not ‘Constructive’ on BDC’s
00:29:34 – Khoda on BDCs
00:35:03 – Prepaid Energy Bonds Hit By Private Credit Concerns
00:37:27 – Moody’s Downgrades New Orleans’ Credit Rating
00:40:27 – What to Watch Next Week
00:41:12 – Final Thought: IMF Spring Meetings Begin Next Week
——–
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