Lagarde’s Exit, Safe Havens, Record Credit Sales

“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management CIO of US CFICC Kay Herr, Invesco Co-Head of Global Fixed Income Business Strategy Stephanie Larosiliere, Goldman Sachs Chief Credit Strategist Amanda Lynam, and CreditSights Global Head of Credit Strategy Winnie Cisar.

YouTube Chapters:

00;00;00;00 Bloomberg Real Yield opens
00;02;45;11 Mike McKee on Fed Policy
00;05;53;11 Macro Roundtable: Stephanie Larosiliere & Kay Herr
00;06;12;15 Kevin Warsh and the Fed
00;07;39;29 Financial Conditions
00;08;45;14 Oil and Inflation
00;10;14;06 Bonds as a Safe Haven
00;11;02;16 Where to Invest in Bonds
00;11;59;27 Midterms and Treasury Issuance
00;13;22;17 Christine Lagarde Steps Down
00;14;15;02 Alex Gledhill on Lagarde’s Exit
00;16;04;05 French Bond Risks
00;18;53;07 Giovanna Belotti Azevedo on Brazil
00;21;47;02 Microsoft’s $25 Billion Bond Sale
00;23;39;28 Credit Roundtable: Winnie Cisar & Amanda Lynam
00;23;48;18 Demand for Microsoft Debt
00;25;10;27 Why Microsoft Is Issuing Now
00;27;13;29 Credit Spreads and AI Debt
00;28;23;17 Anthropic’s Debt Outlook
00;29;24;11 Investing in AI Debt
00;30;31;01 Who Is Buying the Debt?
00;31;26;20 Oracle’s Credit Outlook
00;32;27;07 Contrarian Credit Call
00;33;29;03 $84 Billion in Muni Bonds
00;36;19;01 DFW Airport’s $12 Billion Expansion
00;37;29;19 American Airlines and DFW
00;38;25;18 Premium Travel Investment
00;39;40;19 Airfares and Passenger Demand
00;40;36;02 Final Thoughts with Mike McKee
——–
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