Real Yield 7/2/2026

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Firm's Head of Cross-Asset Market Strategy Chief Investment Office Matthew Diczok, CreditSights Global Head of Credit Strategy Winnie Cisar, Invesco Head of IG Credit of North America Matt Brill, and Nuveen Head of Municipal Research & Portfolio Manager Margot Kleinman. Chapters: 00:00:00 - Real Yield opens 00:00:36 - Big Issue: Labor Market, Inflation & Fed Outlook 00:03:00 - Michael McKee on Jobs Report & Fed Reaction 00:05:25 - Macro Roundtable: Bank of America & J.P. Morgan on Rates, Inflation & the Dollar 00:13:15 - Bloomberg's Sinéad Cruise on Blue Owl & Private Credit Redemptions 00:17:27 - Bloomberg's Rene Ismail on Private Credit & Buy Now, Pay Later 00:22:21 - Credit Roundtable: Invesco's Matt Brill & CreditSights' Winnie Cisar on AI & Bond Markets 00:32:17 - Nuveen's Margot Kleinman Speaks on World Cup Infrastructure Bonds 00:38:40 - Final Thoughts: Kevin Warsh, Fed Communication & Michael 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:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts