"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Schwab Center for Financial Research Chief Fixed Income Strategist Kathy Jones, JPMorgan Private Bank Global Head of Macro & Fixed income Strategy Alexander Wolf, TCW Generalist Portfolio Manager, Fixed Income Jerry Cudzil and Invesco Head of North American Investment Grade Credit Matt Brill.
Chapters:
00:00:00 – Real Yield opens
00:03:01 – Alexander Wolf: Still Expecting One Fed Rate Cut
00:05:36 – Kathy Jones on Falling Dollar
00:06:52 – Wolf: Not Yet Seeing US Outflows
00:08:11 – Jones and Wolf on Importance of Auctions
00:12:26 – Jones and Wolf on Market Trends
00:14:44 – Wolf on Inflation Risks
00:16:07 – Mike McKee, Kathy Jones and Alexander Wolf on Integrity of Data
00:19:19 – Reverse Yankee Volumes Surge Past 2007 High
00:23:16 – Nvidia-Leased Data Center Gets $14B Demand
00:25:59 – Matt Brill: Demand May Pause But Supply Still Coming
00:26:48 – Jerry Cudzil: Real Dispersion Taking Place
00:29:01 – Brill; Like 100-Years If You’re Getting Paid
00:30:48 – Cudzil: No Need to Buy 100-Year Bonds Right Now
00:31:49 – Brill and Cudzil on Measured Risks
00:38:29 – Private Credit More Exposed to AI-Fears Than it Appears
00:40:32 – What to Watch Next Week
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