US Economic Resilience Weights on Rate Cut Bets, Private Credit Risks | Real Yield 2/20/2026 скачать в хорошем качестве

US Economic Resilience Weights on Rate Cut Bets, Private Credit Risks | Real Yield 2/20/2026

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Franklin Templeton Fixed Income CIO Sonal Desai, Wells Fargo Head of Macro Strategy Mike Schumacher, Morgan Stanley Chief Fixed Income Strategist Vishy Tirupattur and CreditSights Global Head of Credit Strategy Winnie Cisar. Chapters: 00:00:00 - Real Yield opens 00:02:44 - Desai and Schumacher on SCOUTS Decision 00:08:42 - Schumacher: Fed is Comfortable With Policy 00:09:37 - Desai: Don’t See Need For Additional Cuts 00:11:08 - Schumacher: Low Probability of Rate Hike This Year 00:12:10 - Desai on Kevin Warsh as Fed Chair 00:13:40 - Schumacher on Volatility 00:15:37 - Tradeweb Strikes A Deal With Kalshi 00:20:20 - Blue Owl Loan Sales Raises $1.4B For Investor Payouts 00:24:15 - Tirupattur and Cisar on Spreads Widening 00:26:47 - Tirupattur: The Economy Is Going Pretty Well 00:27:57 - Cisar: Inflation Reacceleration Is A Concern 00:28:53 - Tirupattur: This Is Not The End of Private Credit 00:33:43 - Trump To Hold A Press Briefing 00:36:24 - Questions Swamp Morgan Stanley Muni Webinar 00:40:32 - Michael McKee and Tyler Kendall on IEEPA TariffsRuling -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts