"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: BoFA Securities Senior US Rates Strategist Meghan Swiber, Neuberger CIO & Global Head of Fixed Income Ashok Bhatia, Goldman Sachs Asset Management Head of Multi Sector Fixed Income Investing Lindsay Rosner, and Corbin Capital Partners Deputy CIO, Credit John Cocke.
Chapters:
00:00:00 - Real Yield opens
00:03:16 - US Consumer Spending Defies Income, Savings
00:05:44 - Meghan Swiber: Still Seeing K-Shape Nature in US Economy
00:06:53 - Ashok Bhatia: Inflation Has Been Well Behaved
00:08:54 - Swiber on Kevin Warsh
00:10:17 - Bhatia on Warsh's Approach to Balance Sheet
00:12:07 - Swiber: More Worried About Back End of the Curve
00:14:54 - Private Credit Funds Face More Pressure
00:19:03 - Iran Says Hormuz Strait Now Completely Open
00:24:15 - Linsday Rosner: Permanent ‘Scarring’ from Iran War
00:26:00 - John Cocke: Great Entry Point for Private Credit
00:28:30 - Roser on Public Fixed Income
00:30:22 - Roser on European High Yield
00:31:34 - Cocke: There Are Different Input Costs To Industries Around the World
00:34:14 - Second Home Tax United Hochul, Mamdani
00:37:24 - Schools Bet on AI Tools To Bolster Finances
00:41:11 - What to Watch Next Week
00:41:52 - Final Thought: Warsh Fed Hearing Set for April 21
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