AI Spending Woes, Investors Seek Havens, France Debt Crisis

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: DoubleLine Capital Deputy Chief Investment Officer Jeff Sherman, TD Bank Head of Europe & UK Rates Strategy Pooja Kumra, and Pimco Multi-Asset Credit Strategist Lotfi Karoui. YouTube Chapters: 00:00 Bloomberg Real Yield opens 02:56 Michael McKee on Inflation and the Fed 05:33 Jeffrey Sherman, DoubleLine Capital, on Treasuries 07:20 Treasuries vs. U.S. Fiscal Concerns 08:38 Treasury Issuance and Long-Term Yields 10:16 Midterms and the Bond Market 11:24 Shifting Demand for U.S. Treasuries 13:07 Musk Invests $1 Billion in Skydance 14:18 France’s Bond Market Turmoil 15:08 ECB Response to France 16:12 Pooja Kumra, TD Securities, on French Debt 17:09 Safe-Haven Demand and France Risks 19:02 Is Europe Heading for Another Debt Crisis? 21:22 Auction Block: Credit Issuance 22:23 AI Spending and Credit Risks 23:12 Credit Roundtable: AI Debt 25:24 Jeffrey Sherman on Hyperscaler Issuance 27:24 Finding Value in AI Credit 28:03 Lotfi Karoui, PIMCO, on AI Debt 29:16 Diversifying Beyond AI Credit 30:15 Triple-C Credit and Contagion Risks 31:38 High-Yield Market Opportunities 33:20 Treasury Market Update 34:05 Muni Moment: NYC School Enrollment 37:03 Abandoned College Campuses and Housing 38:52 Final Thought: Next Fed Decision 40:13 Fed Task Forces and Potential Changes 41:08 Warsh, Bessent and Fed-Treasury Relations -------- 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