AI Fears Rattle Wall St., Safe Havens

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Vanguard Senior Fixed Income Client Portfolio Manager Rebecca Venter, TCW Generalist Portfolio Manager, Fixed Income Ruben Hovhannisyan, Solus asset Management Chief Strategist Dan Greenhaus, MFS Investment Management Fixed Income Portfolio Manager Pilar Gomez-Bravo, RBC Global Head of Bluebay US Fixed Income Andrzej Skiba, and Academy Securities Head of Macro Strategy Peter Tchir. YouTube Chapters: 00;00;00;00 Real Yield opens 00;02;48;08 Ira Jersey, Treasuries Return as Safe Haven 00;04;09;29 Fed Rate Hike Outlook 00;05;37;21 Ruben Hovhannisyan & Rebecca Venter, Split Government and Treasuries 00;07;09;16 Debt Ceiling Risks 00;08;02;19 Treasuries and Oil Prices 00;09;37;19 AI’s Impact on Growth 00;10;43;03 AI’s Impact on Inflation 00;11;23;29 Consumer Sentiment and Inflation 00;13;50;08 Dan Greenhaus, Tech Selloff After Midterms 00;15;50;15 Data Center Policy Risks 00;17;31;05 Big Tech AI Spending 00;18;58;14 Anthropic and Market Selloff 00;20;16;22 Biggest Risks Through Year-End 00;22;01;24 Big Tech Debt Boom 00;24;18;18 Andrzej Skiba & Pilar Gomez-Bravo, Credit Markets and AI 00;25;30;14 Credit Selloff Risks 00;26;54;09 AI Funding Risks 00;28;15;05 Lower Yields and Borrowing 00;29;37;29 Stress in High-Yield Credit 00;31;03;25 Credit Contagion Risks 00;32;19;14 Credit Buying Opportunities 00;34;01;00 Peter Tchir, Tech Selloff and AI 00;35;25;27 What Could End the Tech Selloff 00;37;33;26 $67 Billion in Muni Bonds 00;38;47;13 Nir Kaissar, Bull Market and Tech Selloff 00;40;13;22 AI Spending and Earnings Growth 00;41;03;28 Markets and Policymakers 00;41;41;27 Market and Economic Risks -------- 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