Wall Street Prices Out Rate Cuts, Eyes Hikes, Global Bond Selloff Deepens | Real Yield 5/15/2026

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Columbia Threadneedle Portfolio Manager, Total Return Bond Ed Al-Hussainy, JPMorgan Management CIO of US GFICC Kay Herr, CreditSights Global Head of Credit Strategy Winnie Cisar, and Ironsides Macroeconomics Director of Research Barry Knapp.

Chapters:
00:00:00 – Bloomberg Real Yield opens
00:04:17 – Roundtable: JPMorgan’s Kay Herr and Columbia Threadle’ Ed Al-Hussainy
00:05:53 – Herr: Bond Vigilantes Are Back
00:08:01 – Al-Hussainy: Long Part of the Curve Getting More Attractive
00:10:23 – Al-Hussainy: Policy Has to Get Tighter to Control Inflation
00:13:57 – JPMorgan Private Credit Trading Ramps Up
00:17:55 – Venezuela’s $170B Debt Restructuring Process
00:24:16 – CreditSights’ Winnie Cisar and Ironsides’ Barry Knapp on Credit Rates
00:26:58 – Cisar: Might Be A Lid Spread Widening
00:28:07 – Cisar: Still Tremendous Demand For Treasuries
00:29:14 – Knapp: Hyperscalers Far More Resilient
00:31:18 – Cisar: Credit Issuance Been Well-Received
00:35:52 – Mamdani Submits City Budget, Avoids Property Tax Hikes
00:38:05 – MIT Warns of ‘Striking Loss’ From Funding
00:41:30 – What To Watch Next Week
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