Real Yield 7/16/2026

About this video

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, JPMorgan Asset Management US CIO of US GFICC Kay Herr, Wells Fargo Global Head of High Grade Debt Syndicate Maureen O'Connor, and BNP Paribas Head of US Credit Strategy Meghan Robson.
 
 Chapters:
 00:00:00 - Real Yield opens
 00:03:07 - Michael McKee on Fed Messaging & Inflation Data
 00:05:52 - Roundtable: Kay Herr & Tony Rodriguez
 00:08:41 - Oil Prices and the Inflation Risk
 00:11:08 - AI Spending, Inflation & Positioning on the Yield Curve
 00:13:52 - European Data Center Debt Market
 00:17:56 - Credit Rating Agencies Revamp CLO Methodology
 00:21:31 - Auction Block: Bank Bond Sales & Credit Issuance
 00:23:15 - Credit Roundtable: Meghan Robson & Maureen O'Connor
 00:25:15 - Is AI Creating a Credit Bubble?
 00:26:27 - Anthropic IPO & Future AI Financing
 00:30:24 - Investor Demand for Hyperscaler Debt
 00:32:32 - Muni Moment: Chicago Parking Meter Lease
 00:34:57 - Connecticut Water Bond Sale
 00:38:43 - Final Thoughts: Inflation, AI & Fed Outlook with Stuart Paul
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