“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Head of Market Strategy, Alternative Fixed Income Oksana Aronov and BNP Paribas Global Head, Desk Analysy Viktor Hjort.

Chapters:
00:00:00 – Real Yield opens
00:06:07 – Oksana Aronov: What’s Driving the Rise in the 30-Year Term Premium?
00:07:46 – Oksana Aronov: How Much Is Oil Driving the Bond Market?
00:10:29 – Oksana Aronov on Whether Treasury Bill Issuance Increase Bond Volatility
00:12:20 – US Joins Japan In Yen Intervention, First Time in 15 years
00:16:13 – Oksana Aronov: Is the U.S.-Japan Currency Intervention Costly?
00:17:58 – Blackstone Pitched Package Anthropic Chip Deal
00:23:12 – Credit Roundtable with Oksana Aronov & Viktor Hjort: Alphabet’s $25B Bond Sale
00:26:15 – Viktor Hjort: Is Alphabet Different From Meta?
00:27:33 – Viktor Hjort: Who Gets Crowded Out by AI Borrowing?
00:29:20 – Oksana Aronov: Were July Investment-Grade Returns a Turning Point?
00:30:58 – Viktor Hjort: Why Overweight Banks Instead of AI Credit?
00:32:10 – Oksana Aronov: Where to Find Value Outside AI Credit?
00:34:42 – Muni Moment: Healthcare Credit Risks
00:36:22 – University of California Admissions & Standardized Testing Debate
00:39:58 – Final Thought
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

$20 concert tickets, hoodies bulk, ‘adversarial clothing,’ ticks affecting Martha’s Vineyard tourist season: Lisa Mateo joins David Gura and Christina Ruffini on Bloomberg This Weekend to share headlines you may have missed from over the week.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:31 – ByteDance developing China’s biggest AI model: Reports
00:12:00 – Citi’s Beata Manthey explains why the firm is overweight US, China and Japan
00:27:45 – Chinese brokers tighten client scrutiny to curb risk
00:31:17 – Beijing’s latest policy to boost the housing market
00:34:54 – Can Trump wean the US off China-dominated minerals supply chains?
00:37:40 – Moore Threads looks to list in Hong Kong
00:46:22 – How will the rally in US hyperscalers play out in Asia?
00:52:51 – ByteDance developing China’s biggest AI model: Reports
00:58:54 – HSBC’s Jing Liu on the PBOC’s options to revive domestic demand
01:11:07 – KOSPI volatility ebbs as regulations curb risky bets
01:15:29 – Asia’s central banks look beyond FX reserves to support currencies
01:21:55 – BlackRock’s Rick Rieder on US jobs data
01:25:32 – Typhoon Dolphin sweeps through eastern China
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Max Kettner, Multi-Asset Strategist at HSBC, says a slowdown is not priced into equities. Jamie Fahy, Head of Global Macro Strategy at Citi, says there’s a 60-70% probability of a US recession.

source

The new trend among the rich is “tax alpha,” which is the pursuit of lowering one’s tax bill while generating more profit along the way. It can be traced to a quadrupling of the S&P 500 over the past decade, largely driven by technology stocks. The rally has left many investors with huge gains, often concentrated in a handful of companies.

To diversify those positions without a big tax bill, the wealthy are looking at investment techniques like tax-aware long-short and 351 conversions. Modern techniques and technology have helped wring savings out of century-old provisions in the US tax code.

A Tax Strategy for the Rich Built the World’s Largest Hedge Fund: https://bloom.bg/4pY0APl

Cliff Asness’s AQR supercharged tax-loss harvesting, erasing IRS bills for the wealthiest.

Watch more mini documentaries from Bloomberg: https://www.youtube.com/playlist?list=PLGaYlBJIOoa_EzzMpticURNR29AiQi10v

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

#Taxes #Investing #Wealth

source