“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Field Income Portfolio Manager Kelsey Berro, Federated Hermes Senior Portfolio Manager Deborah Cunningham, Invesco Head of North American Investment Grade Credit Matt Brill, and BNP Paribas Head of US Credit Strategy Meghan Robson.

YouTube Chapters:

00;00;00;00 Bloomberg Real Yield opens
00;00;45;18 Global Bond Rout and Rising Yields
00;03;45;19 Ira Jersey on Fed Policy and Global Yields
00;09;12;19 Roundtable on Fed Policy and Inflation
00;15;50;21 U.S. Debt, Deficits and Spending
00;18;47;01 Private Credit Redemption Concerns
00;22;31;00 Credit Issuance and Global Debt Markets
00;25;31;01 Credit Roundtable on AI and Bond Supply
00;27;41;01 Fed Hikes and the Yield Curve
00;29;49;01 Scott Bessent and Treasury Buybacks
00;33;38;01 SALT Deduction and State Taxes
00;35;58;01 Colleges Tapping Their Endowments
00;38;44;06 August Payrolls and the Labor Market
00;41;27;16 Bond Market and Inflation Outlook
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From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, Jasmine Sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they aren’t even sure if the technology—or its funding—is here to stay. Listen wherever you get your podcasts.
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SMBC economist Joseph Lavorgna tells Kailey Leinz that due to inflation data, he expects the Fed to raise rates https://bloom.bg/4eNesXG

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Romaine Bostick reports from Martha’s Vineyard, where Bloomberg’s New Voices program spoke with executives such as Roz Brewer and David Hall on the importance of diversity and the state of business today https://bloom.bg/4goHIEW

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Nationalist party Alternative for Germany (AfD) is leading polls ahead of Sunday’s election in Saxony-Anhalt. The AfD is pushing back on a growing chorus from centrist politicians, think tanks and industry leaders warning of the negative consequences of the far-right party’s proposals. Bloomberg’s Christoph Rauwald reports.
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