US Economy Stares Down Hot Inflation, Concentration Risks Within Credit | Real Yield 6/11/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: BNP Head of US Rates Strategy Guneet Dhingra, Parametric SMA Fixed Income
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: BNP Head of US Rates Strategy Guneet Dhingra, Parametric SMA Fixed Income Portfolio Manager Nisha Patel, JPMorgan Asset Management CIO of US GFICC Kay Herr, and Bank of America Head of Global FICC Micro Matthew McQueen. Chapters 00:00:00 - Real Yield opens 00:03:03 - US Economy Stares Down Hot Inflation 00:05:51 - Dhingra: Breakevens Should Be Higher By 20BPS 00:07:35 - Patel: Could Have Softer Consumer Later This Year 00:08:59 - Dhingra: Break-Even Market Not Reacting To Inflation Risk 00:09:45 - Patel: Warsh Will Try and Make Both Sides Happy 00:12:09 - Patel: Thoughtfully Adding Duration 00:13:27 - Dhingra: Now Is Smilier Time To 2023 00:16:21 - Credit Investors Questioning Software Exposure 00:22:52 - Herr: Expect Greater Credit Dispersion 00:24:40 - Herr: No Such Thing As A Bad Bond 00:26:33 - Herr: Search For Yield Attractive For Public Credit 00:28:08 - Herr: People Are Searching For Yield 00:32:23 - NY Penn Station Rehab Eyes Billions In Federal Funding 00:34:49 - Matt McQueen, Bank of America Head of Global FICC Micro 00:36:00 - McQueen: Going to See New Issuance Around Infrastructure 00:40:09 - Final Thought: Rate Decision Due Next Wednesday 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, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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