From Bloomberg Markets and Finance.

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: BoFA Securities Senior US Rates Strategist Meghan Swiber, Neuberger CIO & Global Head of Fixed Income Ashok Bhatia, Goldman Sachs Asset Management Head of Multi Sector Fixed Income Investing Lindsay Rosner, and Corbin Capital Partners Deputy CIO, Credit John Cocke.

Chapters:
00:00:00 – Real Yield opens
00:03:16 – US Consumer Spending Defies Income, Savings
00:05:44 – Meghan Swiber: Still Seeing K-Shape Nature in US Economy
00:06:53 – Ashok Bhatia: Inflation Has Been Well Behaved
00:08:54 – Swiber on Kevin Warsh
00:10:17 – Bhatia on Warsh’s Approach to Balance Sheet
00:12:07 – Swiber: More Worried About Back End of the Curve
00:14:54 – Private Credit Funds Face More Pressure
00:19:03 – Iran Says Hormuz Strait Now Completely Open
00:24:15 – Linsday Rosner: Permanent ‘Scarring’ from Iran War
00:26:00 – John Cocke: Great Entry Point for Private Credit
00:28:30 – Roser on Public Fixed Income
00:30:22 – Roser on European High Yield
00:31:34 – Cocke: There Are Different Input Costs To Industries Around the World
00:34:14 – Second Home Tax United Hochul, Mamdani
00:37:24 – Schools Bet on AI Tools To Bolster Finances
00:41:11 – What to Watch Next Week
00:41:52 – Final Thought: Warsh Fed Hearing Set for April 21
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