“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Federated Hermes Executive VP Deborah Cunningham, Man Group Co-Head of US Private Credit Jason Dillow, BNPs Paribas Head of US Credit Strategy Meghan Robson, and Pimco Portfolio Manager: Multi-Sector Credit Sonali Pier.
Chapters:
00:00:00 – Bloomberg Real Yield opens
00:02:36 – Bloomberg Economics Payroll Estimate: 95K
00:06:27 – Kelsey Berro on Job Reports, Fed and Inflation
00:08:25 – Deborah Cunningham: There Will Not Be Any Fed Rate Movement in 2026
00:10:02 – Berro: Fed Been Shifting Away From Forward Guidance
00:11:48 – Cunningham on Fed Dissent
00:15:01 – Blackstone’s BCRED Caps Redemptions
00:17:51 – Jason Dillow on Valuation Opportunities
00:19:26 – Dillow: ‘Double Whammy’ Event For Software
00:24:18 – Credit Roundtable: Pimco’s Sonali Pier and BNP Paribas’ Meghan Robson
00:34:50 – Illinois Passes Record-Setting $56B Budget
00:35:55 – Chicago Bears Deal Stalled In Illinois
00:38:05 – Princeton Backs Out of Oil and Gas Divestment Vow
00:41:02 – US Jobless Claims 225K In May 30 Week, Est. .215K
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