US Economic Resilience Lowers Rate Cut Odds, Private Credit Fears | Real Yield 5/1/2026
“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Wolfe Research Chief Economist Stephanie Roth, Economic Security Project Senior Director of Policy and Research Mike Konczal, BNP Paribas Head of US Credit Strategy Meghan Robson, and CreditSights Global Head of Strategy Winnie Cisar.
Chapters:
00:00:00 – Real Yield opens
00:06:08 – Roth: Not a Great Backdrop For Fed To Ease
00:07:10 – Mike Konzcal: Labor Market Looks A Lot Better Than Dec.
00:09:33 – Roth: Unemployment Rate Is Going To Be Key
00:10:48 – Konzcal on Federal Reserve
00:12:11 – Roth: Will Be More Support To Change Dot Plot
00:16:19 – Private Credit Fears
00:20:44 – Trump Speaks To Press
00:25:13 – Roundtable: Big Tech Utilizes Debt To Finance AI Ambitions
00:39:11 – NYC Billionaires Stand Behind Griffin in Mamdani Feud
00:41:12 – Florida’s Brightline Looking To Avoid Bankruptcy
00:44:14 – What to Watch Next
00:45:06 – Final Thought: US Job Report Out Next Friday
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