“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: BNP Head of US Rates Strategy Guneet Dhingra, Parametric SMA Fixed Income Portfolio Manager Nisha Patel, JPMorgan Asset Management CIO of US GFICC Kay Herr, and Bank of America Head of Global FICC Micro Matthew McQueen.
Chapters:
00:00:00 – Real Yield opens
00:03:03 – US Economy Stares Down Hot Inflation
00:05:51 – Dhingra: Breakevens Should Be Higher By 20BPS
00:07:35 – Patel: Could Have Softer Consumer Later This Year
00:08:59 – Dhingra: Break-Even Market Not Reacting To Inflation Risk
00:09:45 – Patel: Warsh Will Try and Make Both Sides Happy
00:12:09 – Patel: Thoughtfully Adding Duration
00:13:27 – Dhingra: Now Is Smilier Time To 2023
00:16:21 – Credit Investors Questioning Software Exposure
00:22:52 – Herr: Expect Greater Credit Dispersion
00:24:40 – Herr: No Such Thing As A Bad Bond
00:26:33 – Herr: Search For Yield Attractive For Public Credit
00:28:08 – Herr: People Are Searching For Yield
00:32:23 – NY Penn Station Rehab Eyes Billions In Federal Funding
00:34:49 – Matt McQueen, Bank of America Head of Global FICC Micro
00:36:00 – McQueen: Going to See New Issuance Around Infrastructure
00:40:09 – Final Thought: Rate Decision Due Next Wednesday
——–
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