Fed Silence & Tightening Spread Environment | Real Yield 8/6/2026

0 August 6, 2026 17:26

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Head of Market Strategy, Alternative Fixed Income Oksana Aronov and BNP Paribas Global Head, Desk Analysy Viktor Hjort.

Chapters:
00:00:00 – Real Yield opens
00:06:07 – Oksana Aronov: What’s Driving the Rise in the 30-Year Term Premium?
00:07:46 – Oksana Aronov: How Much Is Oil Driving the Bond Market?
00:10:29 – Oksana Aronov on Whether Treasury Bill Issuance Increase Bond Volatility
00:12:20 – US Joins Japan In Yen Intervention, First Time in 15 years
00:16:13 – Oksana Aronov: Is the U.S.-Japan Currency Intervention Costly?
00:17:58 – Blackstone Pitched Package Anthropic Chip Deal
00:23:12 – Credit Roundtable with Oksana Aronov & Viktor Hjort: Alphabet’s $25B Bond Sale
00:26:15 – Viktor Hjort: Is Alphabet Different From Meta?
00:27:33 – Viktor Hjort: Who Gets Crowded Out by AI Borrowing?
00:29:20 – Oksana Aronov: Were July Investment-Grade Returns a Turning Point?
00:30:58 – Viktor Hjort: Why Overweight Banks Instead of AI Credit?
00:32:10 – Oksana Aronov: Where to Find Value Outside AI Credit?
00:34:42 – Muni Moment: Healthcare Credit Risks
00:36:22 – University of California Admissions & Standardized Testing Debate
00:39:58 – Final Thought
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