“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, JPMorgan Asset Management US CIO of US GFICC Kay Herr, Wells Fargo Global Head of High Grade Debt Syndicate Maureen O’Connor, and BNP Paribas Head of US Credit Strategy Meghan Robson.
Chapters:
00:00:00 – Real Yield opens
00:03:07 – Michael McKee on Fed Messaging & Inflation Data
00:05:52 – Roundtable: Kay Herr & Tony Rodriguez
00:08:41 – Oil Prices and the Inflation Risk
00:11:08 – AI Spending, Inflation & Positioning on the Yield Curve
00:13:52 – European Data Center Debt Market
00:17:56 – Credit Rating Agencies Revamp CLO Methodology
00:21:31 – Auction Block: Bank Bond Sales & Credit Issuance
00:23:15 – Credit Roundtable: Meghan Robson & Maureen O’Connor
00:25:15 – Is AI Creating a Credit Bubble?
00:26:27 – Anthropic IPO & Future AI Financing
00:30:24 – Investor Demand for Hyperscaler Debt
00:32:32 – Muni Moment: Chicago Parking Meter Lease
00:34:57 – Connecticut Water Bond Sale
00:38:43 – Final Thoughts: Inflation, AI & Fed Outlook with Stuart Paul
——–
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