“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: TCW Co-Head of Global Rates Jamie Patton, BoFA Securities Co-Head of Global Rates Research Mark Cabana, Oaktree Capital Management Managing Director Danielle Poli, and Goldman Sachs Chief Credit Strategist Amanda Lynam.
Chapters:
00:00:00 – Opening Headlines & Fed Shock
00:00:37 – Warsh’s Hawkish Fed Takes Center Stage
00:01:41 – Chart of the Week: 2-Year Treasury Yield Surge
00:02:40 – Mike McKee on Kevin Warsh’s First Fed Meeting
00:06:24 – Roundtable: Has Warsh Proven Fed Independence?
00:14:12 – Trading Opportunities in a More Volatile Rates Market
00:17:09 – Global Return: Bank of England Holds Rates Steady
00:21:18 – Breaking News: SpaceX Plans $20B Bond Sale
00:22:28 – Auction Block: Nvidia’s $25B Bond Deal & Credit Markets
00:23:55 – Credit Roundtable: AI Financing, Rates & Spreads
00:33:35 – Midday Movers: Markets, Nvidia & SpaceX
00:34:33 – California Billionaire Tax Battle
00:36:58 – Public School Budget Pressures & Municipal Bonds
00:40:22 – Final Thoughts: Warsh’s Five Fed Task Forces
00:43:44 – Knicks Championship Celebration
——–
More on Bloomberg Television and Markets
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