Fed Silence & Tightening Spread Environment | Real Yield 8/6/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Head of Market Strategy, Alternative Fixed Income Oksana Aronov
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Head of Market Strategy, Alternative Fixed Income Oksana Aronov and BNP Paribas Global Head, Desk Analysy Viktor Hjort. Chapters 00:00:00 - Real Yield opens 00:06:07 - Oksana Aronov: What's Driving the Rise in the 30-Year Term Premium? 00:07:46 - Oksana Aronov: How Much Is Oil Driving the Bond Market? 00:10:29 - Oksana Aronov on Whether Treasury Bill Issuance Increase Bond Volatility 00:12:20 - US Joins Japan In Yen Intervention, First Time in 15 years 00:16:13 - Oksana Aronov: Is the U.S.-Japan Currency Intervention Costly?
00:17:58 - Blackstone Pitched Package Anthropic Chip Deal 00:23:12 - Credit Roundtable with Oksana Aronov & Viktor Hjort: Alphabet's $25B Bond Sale 00:26:15 - Viktor Hjort: Is Alphabet Different From Meta? 00:27:33 - Viktor Hjort: Who Gets Crowded Out by AI Borrowing? 00:29:20 - Oksana Aronov: Were July Investment-Grade Returns a Turning Point? 00:30:58 - Viktor Hjort: Why Overweight Banks Instead of AI Credit? 00:32:10 - Oksana Aronov: Where to Find Value Outside AI Credit?
00:34:42 - Muni Moment: Healthcare Credit Risks 00:36:22 - University of California Admissions & Standardized Testing Debate 00:39:58 - Final Thought 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 Visit
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