Inflation Softens, Nvidia's $500B Plan

“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Vanguard Head of Fixed Income Client Portfolio MGMT Matt Wrzesniewsky, BlackRock Chief Investment & Portfolio Strategist, Americas Gargi Chauduri, Nuveen Head of Fixed Income Strategy Tony Rodriguez, and TCW Generalist Portfolio Manager Jerry Cudzil.

YouTube Chapters

0:00 Real Yield opens
3:16 US Wholesale Inflation Cools
05:09 Roundtable: What the Inflation Data Means
07:00 When Will the Fed Move Rates?
09:03 Why Real Yields Look Attractive
10:52 The 30-Year Treasury Auction
12:01 AI Credit Issuance & the Yield Curve
15:10 Global Return: Japan, the BOJ & the Yen
18:18 Nvidia’s $500 Billion AI Financing Push
21:23 The Auction Block: Corporate Bond Issuance
23:03 Credit Roundtable: AI & Hyperscaler Debt
25:42 Managing AI Credit Exposure
28:47 High-Yield Credit & Signs of Stress
31:13 Muni Moment: NYC Pied-à-Terre Tax
33:47 Chicago’s Data Center Moratorium
36:30 Final Thought: 30-Year Treasury Auction
38:11 Inflation, Yields & the Fed’s Next Move
39:34 Could the Fed’s Next Move Be a Cut?
40:51 Fed Guidance & Market Volatility
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Shin JohnYtv Market News

Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.