Hot US Inflation, Treasury Safe Haven, CoreWeave’s Credit Risk

“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Societe Generale Americas Head of Research Subadra Rajappa, Columbia Threadneedle Investments Global Head, Fixed Income Gene Tannuzzo, BoFA Securities head of US Credit Strategy Neha Khoda, and JPMorgan Asset Management Fixed Income Portfolio Manager Stephanie Doyle.

YouTube Chapters:
00:00 Bloomberg Real Yield opens
03:14 Enda Curran, Bloomberg Fed & Economy Reporter
05:04 Enda Curran on Tariffs and Inflation
06:00 Macro Roundtable
06:15 Gene Tannuzzo, Global Head of Fixed Income, Columbia Threadneedle
08:46 Subhadra Rajappa, Head of U.S. Rates Strategy, Société Générale
10:14 Gene Tannuzzo on Higher-Rate Risks
12:04 Bond Market Opportunities
14:33 Sridhar Natarajan, Bloomberg Chief Wall Street Correspondent
16:56 Fixed-Income Trading and Rate Volatility
17:54 Prashant Gopal, Bloomberg Real Estate Reporter
21:10 Auction Block: Record IG Issuance
23:00 Credit Roundtable
23:10 Bank Debt and AI Issuance
24:09 Stephanie Doyle, Fixed Income Portfolio Manager, J.P. Morgan Asset Management
26:26 Neha Khoda, Head of U.S. Credit Strategy, BofA Securities
29:07 Risks in AI-Related Debt
31:10 Due Diligence on AI Debt
34:04 Josh Sisco, Bloomberg Reporter
35:55 Aasha Shah, Bloomberg Reporter
36:15 Commanders Stadium and DC Muni Bonds
37:46 Fed Chair Kevin Warsh in Bangkok
38:21 Enda Curran on Fed Policy
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