US Economy Stares Down Hot Inflation, Concentration Risks Within Credit | Real Yield 6/11/2026

About this video

"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
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