AI Fears Rattle Wall St., Safe Havens

“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Vanguard Senior Fixed Income Client Portfolio Manager Rebecca Venter, TCW Generalist Portfolio Manager, Fixed Income Ruben Hovhannisyan, Solus asset Management Chief Strategist Dan Greenhaus, MFS Investment Management Fixed Income Portfolio Manager Pilar Gomez-Bravo, RBC Global Head of Bluebay US Fixed Income Andrzej Skiba, and Academy Securities Head of Macro Strategy Peter Tchir.

YouTube Chapters:

00;00;00;00 Real Yield opens
00;02;48;08 Ira Jersey, Treasuries Return as Safe Haven
00;04;09;29 Fed Rate Hike Outlook
00;05;37;21 Ruben Hovhannisyan & Rebecca Venter, Split Government and Treasuries
00;07;09;16 Debt Ceiling Risks
00;08;02;19 Treasuries and Oil Prices
00;09;37;19 AI’s Impact on Growth
00;10;43;03 AI’s Impact on Inflation
00;11;23;29 Consumer Sentiment and Inflation
00;13;50;08 Dan Greenhaus, Tech Selloff After Midterms
00;15;50;15 Data Center Policy Risks
00;17;31;05 Big Tech AI Spending
00;18;58;14 Anthropic and Market Selloff
00;20;16;22 Biggest Risks Through Year-End
00;22;01;24 Big Tech Debt Boom
00;24;18;18 Andrzej Skiba & Pilar Gomez-Bravo, Credit Markets and AI
00;25;30;14 Credit Selloff Risks
00;26;54;09 AI Funding Risks
00;28;15;05 Lower Yields and Borrowing
00;29;37;29 Stress in High-Yield Credit
00;31;03;25 Credit Contagion Risks
00;32;19;14 Credit Buying Opportunities
00;34;01;00 Peter Tchir, Tech Selloff and AI
00;35;25;27 What Could End the Tech Selloff
00;37;33;26 $67 Billion in Muni Bonds
00;38;47;13 Nir Kaissar, Bull Market and Tech Selloff
00;40;13;22 AI Spending and Earnings Growth
00;41;03;28 Markets and Policymakers
00;41;41;27 Market and Economic Risks
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