"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Doubleline Capital Deputy Chief Investment Officer Jeff Sherman, TD Bank Head of Europe & UK Rates Strategy Pooja Kumra, and Pimco Multi-Asset Credit Strategist Lotfi Karoui.
YouTube Chapters:
00:00 Bloomberg Real Yield opens
02:56 Michael McKee on Inflation and the Fed
05:33 Jeffrey Sherman, DoubleLine Capital, on Treasuries
07:20 Treasuries vs. U.S. Fiscal Concerns
08:38 Treasury Issuance and Long-Term Yields
10:16 Midterms and the Bond Market
11:24 Shifting Demand for U.S. Treasuries
13:07 Musk Invests $1 Billion in Skydance
14:18 France’s Bond Market Turmoil
15:08 ECB Response to France
16:12 Pooja Kumra, TD Securities, on French Debt
17:09 Safe-Haven Demand and France Risks
19:02 Is Europe Heading for Another Debt Crisis?
21:22 Auction Block: Credit Issuance
22:23 AI Spending and Credit Risks
23:12 Credit Roundtable: AI Debt
25:24 Jeffrey Sherman on Hyperscaler Issuance
27:24 Finding Value in AI Credit
28:03 Lotfi Karoui, PIMCO, on AI Debt
29:16 Diversifying Beyond AI Credit
30:15 Triple-C Credit and Contagion Risks
31:38 High-Yield Market Opportunities
33:20 Treasury Market Update
34:05 Muni Moment: NYC School Enrollment
37:03 Abandoned College Campuses and Housing
38:52 Final Thought: Next Fed Decision
40:13 Fed Task Forces and Potential Changes
41:08 Warsh, Bessent and Fed-Treasury Relations
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