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 -------- 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