Fed Weighs Need For Rate Hikes, US May Payrolls Due Out Friday | Real Yield 6/4/2026

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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Federated Hermes Executive VP Deborah Cunningham, Man Group Co-Head of US Private Credit Jason Dillow, BNPs Paribas Head of US Credit Strategy Meghan Robson, and Pimco Portfolio Manager: Multi-Sector Credit Sonali Pier.
 
 Chapters:
 00:00:00 - Bloomberg Real Yield opens
 00:02:36 - Bloomberg Economics Payroll Estimate: 95K
 00:06:27 - Kelsey Berro on Job Reports, Fed and Inflation
 00:08:25 - Deborah Cunningham: There Will Not Be Any Fed Rate Movement in 2026
 00:10:02 - Berro: Fed Been Shifting Away From Forward Guidance 
 00:11:48 - Cunningham on Fed Dissent
 00:15:01 - Blackstone’s BCRED Caps Redemptions
 00:17:51 - Jason Dillow on Valuation Opportunities
 00:19:26 - Dillow: ‘Double Whammy’ Event For Software
 00:24:18 - Credit Roundtable: Pimco's Sonali Pier and BNP Paribas' Meghan Robson
 00:34:50 - Illinois Passes Record-Setting $56B Budget
 00:35:55 - Chicago Bears Deal Stalled In Illinois
 00:38:05 - Princeton Backs Out of Oil and Gas Divestment Vow
 00:41:02 - US Jobless Claims 225K In May 30 Week, Est. .215K
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