Real Yield 7/2/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Firm’s Head of Cross-Asset Market Strategy Chief Investment Office Matthew Diczok, CreditSights Global Head of Credit Strategy Winnie Cisar, Invesco Head of IG Credit of North America Matt Brill, and Nuveen Head of Municipal Research & Portfolio Manager Margot Kleinman.
Chapters:
00:00:00 – Real Yield opens
00:00:36 – Big Issue: Labor Market, Inflation & Fed Outlook
00:03:00 – Michael McKee on Jobs Report & Fed Reaction
00:05:25 – Macro Roundtable: Bank of America & J.P. Morgan on Rates, Inflation & the Dollar
00:13:15 – Bloomberg’s Sinéad Cruise on Blue Owl & Private Credit Redemptions
00:17:27 – Bloomberg’s Rene Ismail on Private Credit & Buy Now, Pay Later
00:22:21 – Credit Roundtable: Invesco’s Matt Brill & CreditSights’ Winnie Cisar on AI & Bond Markets
00:32:17 – Nuveen’s Margot Kleinman Speaks on World Cup Infrastructure Bonds
00:38:40 – Final Thoughts: Kevin Warsh, Fed Communication & Michael McKee
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