“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Management, Co-Chief Investment Officer of Fixed Income Alex Mackey.

YouTube Chapters:

00:00 Bloomberg Real Yield opens
03:15 Mike McKee on Rising Mortgage Rates
06:21 Kelsey Berro & Brij Khurana on the Bond Selloff
09:15 Bond Markets, Oil and Iran
11:29 Treasury Auctions and Debt Supply
13:42 Finding Value in Global Bonds
15:54 France’s Bond Market Turmoil
19:21 Trump, Iran and Treasury Yields
21:03 The Auction Block
22:42 Alex Mackey & Meghan Robson on Credit Supply
23:43 AI Debt and SpaceX Financing
26:50 Opportunities in Bank Debt
29:27 Bank Debt vs. AI Credit
31:15 High-Yield Credit Risks
33:54 Muni Moment: School District Financial Stress
38:38 OpenAI Revenue Breaking News
39:07 Final Thought: Inflation and CPI
40:44 Fed Outlook and Kevin Warsh
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Oil prices have been choppy as the flow of oil through the Strait of Hormuz has returned to nearly 80% of pre-war levels. Bloomberg Oil Analyst Julian Lee reports.
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A flurry of funding announcements is highlighting the huge sums still pouring into artificial intelligence. Bloomberg has learned OpenAI is seeking $30 billion, with UAE investment funds including MGX in talks to help anchor the round. DeepSeek is close to raising at least $12 billion in its latest funding round, while Bloomberg has learned Moonshot AI has completed its final private funding round at a valuation of about $50 billion ahead of a planned Hong Kong IPO.

Billionaire Ray Dalio warned that Treasuries are vulnerable to a pullback of demand from China and Japan, two of the US’s largest foreign creditors, highlighting a potential pain point for a market that has endured wild swings this year.

French presidential candidate Marine Le Pen, head of the far-right National Rally, proposed bringing the country’s deficit below 3% of GDP by 2032 at the latest in an ambitious new fiscal plan. Le Pen’s seeking to reassure investors as concerns over the country’s political outlook and spiraling debt fuel turmoil in the bond markets.

Today’s guests: Isik Guven Toktamis, JPMorgan EMEA Head of Private Equity Investment Banking; Sergio Marullo di Condojanni, Angelini Industries & Angelini Pharma CEO; Sadek Wahba, I Squared Capital Chairman & Managing Partner; Amber Venz Box, LTK President & Co-founder

—
“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
00:00:24 – Stocks edge up to near record as Dalio sounds warning on US debt
00:05:04 – Isik Guven Toktamis, JPMorgan EMEA Head of Private Equity Investment Banking
00:12:37 – Le Pen aims to bring French deficit below 3% in 2032
00:14:35 – French student unrest spreads nationwide
00:17:42 – Sergio Marullo di Condojanni, Angelini Industries & Angelini Pharma CEO
00:23:43 – Tuesday headlines
00:24:21 – Dalio sees possibility of US debt crisis within 3 years
00:28:17 – Sadek Wahba, I Squared Capital Chairman & Managing Partner
00:35:11 – Yeman says it’s retaken Red Sea Port of Mocha
00:39:06 – Amber Venz Box, LTK President & Co-founder
00:45:46 – Long-end Treasury yields hit 24-year highs
——–
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Bloomberg Surveillance: Early Edition, live from London, Berlin 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. Elisabeth Braw, Resident Fellow at the American Enterprise Institute, says Russian President Vladimir Putin has painted NATO into a corner. Agnes Belaisch, Chief European Strategist at Barings, discusses Europe’s energy crunch and other risks to the global recovery. Raam Ratnam, Sector Lead for EMEA Retail and Consumer at S&P Global Ratings, says e-commerce is in a good place as the world braces for another Covid Christmas.

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“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 – The China Show opens
00:03:47 – US bond market rout deepens
00:08:19 – Alpine’s Yan Wang on China, EM markets
00:16:20 – AI firms testify at Australian parliamentary inquiry
00:26:53 – AI spending drives Hon Hai sales growth
00:28:11 – Germany, France push trade weapon to restrict China access
00:32:54 – AMRO’s Runchana Pongsaparn on ASEAN’s growth trajectory
00:46:23 – HSTECH remains muted amid a broader tech rally
00:52:07 – MS Capital’s Kate Zhang on the outlook for China quant firms
01:00:51 – US long-end yields hit highest levels since 2002
01:03:03 – Is Japan’s bond rotation becoming France’s nightmare?
01:11:44 – Exclusive: Bakai Bank’s Andreas Meletiou on lending opportunities in Hong Kong
01:20:17 – Breaking: Moonshot said to close pre-IPO funding round at $50B valuation
01:24:31 – Exclusive: Australian Treasurer Jim Chalmers on the impact of higher borrowing costs
01:29:46 – How is Huawei driving a rally in HSBIO?
——–
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