Seeing Strengthening in The Consumer: Herr
Kay Herr, CIO of US GFICC JPMorgan Asset Management, joins Scarlet Fu on "Bloomberg Real Yield." They discuss consumer loans and hyperscaler issuance.
Kay Herr, CIO of US GFICC JPMorgan Asset Management, joins Scarlet Fu on "Bloomberg Real Yield." They discuss consumer loans and hyperscaler issuance.
President and Chief Strategy Officer, Anduril Industries Chris Brose sat down with Bloomberg's David Gura on the sidelines of the Aspen Security Forum in Colorado. They spoke about the need to grow the global annunication supply as well as the reality that protracted conflict is coming back to the US.
Bloomberg's Shruti Singh joins Scarlet Fu on "Bloomberg Real Yield." For almost two decades, Chicago has been stewing over a $1.15 billion deal to lease 36,000 parking meters to an investor group led by Morgan Stanley. Now, with the meters set to change hands, the city council is seizing on an opening to push back.
Federal Reserve Bank of Dallas President Lorie Logan calls for higher interest rates, saying inflation does not appear to be heading sustainably back to the central bank's 2% target.
Bloomberg's Rachal Graf joins Scarlet Fu on "Bloomberg Real Yield." Credit-rating firms are preparing sweeping changes to how they assess CLOs, putting hundreds of deals and tens of billions worth of bonds in line for upgrades, while reviving fears that structured credit is once again being made to look safer than it really is.
Aspen Security Forum brings together senior U.S. and foreign government officials, military leaders, intelligence chiefs, business executives, and leading academics for one of the world's premier gatherings on national security and foreign policy. Former US Ambassador to NATO Julianne "Julie" Smith spoke to David Gura on the sidelines of Aspen Security Forum in Colorado to discuss the progress made in Ukraine as well as how the Europe feels about the US after the NATO Summit.
Bloomberg's Eleanor Duncan joins Scarlet Fu on "Bloomberg Real Yield." Data-center operator Prime Data Centers has postponed a planned bond sale, in a sign of the limits of investor demand for AI exposure.
Tony Rodriguez, head of fixed income strategy at Nuveen Asset Management, and Kay Herr, CIO of US GFICC JPMorgan Asset Management, join Scarlet Fu on "Bloomberg Real Yield." They discuss their expectations for fed action this year and how inflationary pressures factor in the market.
Andra Gillespie, Associate Professor of Political Science at Emory University, joined Balance of Power to discuss Trump's upcoming primetime speech. She said Trump could use his speech tonight to persuade Congress to align with his agenda or to justify unilateral action that may not be constitutional.
Ambassador Rahm Emanuel, Former Mayor of Chicago and Former Chief of Staff to President Obama, joins Bloomberg's David Gura from the Aspen Security Forum in Colorado. They discuss what to expect from President Trump's address Thursday night, US foreign policy, conflict in the Middle East, and US election integrity.
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