Wall Street Prices Out Rate Cuts, Eyes Hikes, Global Bond Selloff Deepens | Real Yield 5/15/2026

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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Columbia Threadneedle Portfolio Manager, Total Return Bond Ed Al-Hussainy, JPMorgan Management CIO of US GFICC Kay Herr, CreditSights Global Head of Credit Strategy Winnie Cisar, and Ironsides Macroeconomics Director of Research Barry Knapp.
 
 Chapters:
 00:00:00 - Bloomberg Real Yield opens
 00:04:17 - Roundtable: JPMorgan’s Kay Herr and Columbia Threadle’ Ed Al-Hussainy
 00:05:53 - Herr: Bond Vigilantes Are Back
 00:08:01 - Al-Hussainy: Long Part of the Curve Getting More Attractive
 00:10:23 - Al-Hussainy: Policy Has to Get Tighter to Control Inflation 
 00:13:57 - JPMorgan Private Credit Trading Ramps Up
 00:17:55 - Venezuela's $170B Debt Restructuring Process
 00:24:16 - CreditSights’ Winnie Cisar and Ironsides’ Barry Knapp on Credit Rates
 00:26:58 - Cisar: Might Be A Lid Spread Widening
 00:28:07 - Cisar: Still Tremendous Demand For Treasuries
 00:29:14 - Knapp: Hyperscalers Far More Resilient
 00:31:18 - Cisar: Credit Issuance Been Well-Received
 00:35:52 - Mamdani Submits City Budget, Avoids Property Tax Hikes
 00:38:05 - MIT Warns of ‘Striking Loss’ From Funding
 00:41:30 - What To Watch Next Week
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