Jensen Exits, AI Debt Under Review, Treasuries Slide

“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Davison Kempner Partner & Head of Research Suzanna Gibbons, Wells Fargo Global Head of High-Grade Debt Syndicate Maureen O’Connor, JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, and Columbia Threadneedle Head of Mutual Funds & Institutional Shannon Rinehart.

YouTube Chapters:

00;00;00;00 Bloomberg Real Yield opens
00;00;44;29 Jensen Huang Resigns From Nvidia
00;02;38;20 Silicon Valley Reacts
00;04;36;01 Credit Roundtable, Maureen O’Connor & Suzanne Gibbons
00;06;21;09 Investment-Grade Debt Outlook
00;09;00;17 AI Financing After Huang
00;11;00;20 CoreWeave Credit Risks
00;14;20;25 Credit Market Opportunities
00;15;56;11 Tech Debt Outlook
00;17;28;03 Alan Waxman on AI Credit Risks
00;22;05;22 Fed Rate Hike Outlook
00;22;56;28 Inflation and Fed Policy
00;24;26;11 PPI and Inflation
00;26;07;23 Kelsey Berro, JPMorgan Asset Management
00;26;10;25 Fed Rate Hike Outlook
00;27;52;12 Fed Pricing
00;28;01;21 2027 Fed Outlook
00;30;46;24 Treasuries as a Safe Haven
00;31;56;06 Nvidia and AI Credit
00;33;35;28 Shannon Rinehart, Columbia Threadneedle
00;34;00;13 Elections and Municipal Bonds
00;35;00;27 Florida Property Taxes
00;37;28;02 Nvidia and Anthropic
00;39;15;20 Anthropic IPO
00;40;07;24 Nvidia’s Anthropic Investment
00;41;09;08 Risks After Huang’s Exit
00;42;20;24 Nvidia Earnings and Anthropic
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