“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Firm’s Head of Cross-Asset Market Strategy Chief Investment Office Matthew Diczok, CreditSights Global Head of Credit Strategy Winnie Cisar, Invesco Head of IG Credit of North America Matt Brill, and Nuveen Head of Municipal Research & Portfolio Manager Margot Kleinman.

Chapters:
00:00:00 – Real Yield opens
00:00:36 – Big Issue: Labor Market, Inflation & Fed Outlook
00:03:00 – Michael McKee on Jobs Report & Fed Reaction
00:05:25 – Macro Roundtable: Bank of America & J.P. Morgan on Rates, Inflation & the Dollar
00:13:15 – Bloomberg’s Sinéad Cruise on Blue Owl & Private Credit Redemptions
00:17:27 – Bloomberg’s Rene Ismail on Private Credit & Buy Now, Pay Later
00:22:21 – Credit Roundtable: Invesco’s Matt Brill & CreditSights’ Winnie Cisar on AI & Bond Markets
00:32:17 – Nuveen’s Margot Kleinman Speaks on World Cup Infrastructure Bonds
00:38:40 – Final Thoughts: Kevin Warsh, Fed Communication & Michael McKee
——–
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Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:05 – Yen Hits 40-Year Low
00:01:25 – Dollar Strength, Asian Currency Impact
00:02:22 – Asian Stocks Momentum
——–
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South Korea is orchestrating investments of at least $880 billion from companies including Samsung and SK Hynix into chips and data centers. It says the giant outlay in digital infrastructure is essential to surviving the AI era.

The US and Iran have agreed to stop attacking each other before peace talks resume this week over the Strait of Hormuz and other issues, paving the way to end days of tit-for-tat attacks that tested a fragile truce.

Andy Burnham will pledge the biggest devolution of power in England in modern times in his first major speech since confirming his intention to succeed Keir Starmer as the UK’s prime minister.

Today’s guests: Marieke Blom, ING Chief Economist and Global Head of Research; Eirik Lie, Kongsberg CEO; Jeremy Allaire, Circle CEO; Frank Smets, Bank for International Settlements Acting Head of the Monetary & Economic Department
—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:41 – Tech market roundtable: Bloomberg’s Shona Gosh & ING’s Marieke Blom
00:13:07 – US, Iran to hale attacks ahead of talks
00:14:34 – Eirik Lie, Kongsberg, CEO
00:23:46 – Monday headlines
00:24:16 – EU Trade chief to talk imbalances with Chinese counterparts
00:27:14 – Jeremy Allaire, Circle, CEO
00:37:23 – Kevin Warsh to make debut on global stage
00:39:57 – Frank Smets, Bank of International Settlements, Acting Head of Monetary & Economic Department
00:47:10 – Rafael Nadal on Serena Williams returning to Wimbledon
——–
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David Rubenstein, the founder and co-chairman of the Carlyle Group and host of “Bloomberg Wealth,” says he doesn’t expect the AI bubble to pop anytime soon. He speaks on “Bloomberg Surveillance.”
——–
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US equity futures rise after a week of selloff in tech. The US says Washington and Tehran have agreed to pause attacking each other. South Korea plans to invest $880 billion into chips and data centers with firms including Samsung and SK Hynix. Ella Gude of BNY Investments Newton discusses the Fed’s Warsh era as central bankers gather for an annual forum in Sintra, Portugal.

00:00:00 Opening Headlines
00:00:42 Asia Markets: South Korea’s $880B AI Investment Push
00:02:03 Europe Markets & ECB Outlook
00:03:23 U.S. Markets Open Preview
00:04:38 Stocks in Focus: Samsung, SK Hynix & Corporate Movers
00:06:13 US-Iran Talks, Hormuz & Middle East Outlook
00:11:24 Trending on the Terminal
00:19:50 Front Page News
00:24:36 Ella Gude, BNY Investments Newton Head of Fixed Income
00:31:00 Trending on the Terminal
00:35:45 Hormuz, Ceasefire & Shipping Risks
00:41:42 What to Watch
——–
More on Bloomberg Television and Markets

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