Inflation Softens, Nvidia's $500B Plan | Real Yield 8/13/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Vanguard Head of Fixed Income Client Portfolio MGMT Matt Wrzesniewsky, BlackRock Chief
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Vanguard Head of Fixed Income Client Portfolio MGMT Matt Wrzesniewsky, BlackRock Chief Investment & Portfolio Strategist, Americas Gargi Chauduri, Nuveen Head of Fixed Income Strategy Tony Rodriguez, and TCW Generalist Portfolio Manager Jerry Cudzil. YouTube Chapters 0:00 Real Yield opens 3:16 US Wholesale Inflation Cools 05:09 Roundtable: What the Inflation Data Means 07:00 When Will the Fed Move Rates?
09:03 Why Real Yields Look Attractive 10:52 The 30-Year Treasury Auction 12:01 AI Credit Issuance & the Yield Curve 15:10 Global Return: Japan, the BOJ & the Yen 18:18 Nvidia’s $500 Billion AI Financing Push 21:23 The Auction Block: Corporate Bond Issuance 23:03 Credit Roundtable: AI & Hyperscaler Debt 25:42 Managing AI Credit Exposure 28:47 High-Yield Credit & Signs of Stress 31:13 Muni Moment: NYC Pied-à-Terre Tax 33:47 Chicago’s Data Center Moratorium 36:30 Final Thought: 30-Year Treasury Auction 38:11 Inflation, Yields & the Fed’s Next Move 39:34 Could the Fed’s Next Move Be a Cut?
40:51 Fed Guidance & Market Volatility 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 for business news & analysis, up-to-the-minute market data,
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