Bloomberg Real Yield 09/27/2024

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Sonali Basak highlights the market-moving news you need to know. Today's Guests: BNP Paribas Head of US Credit Strategy Meghan Robson, Bank of America Securities Head of US Rates Strategy Mark Cabana, Citigroup Head of Debt Capital Markets Richard Zogheb

Chapters:
00:00:00 - Bloomberg Real Yield
00:03:09 - BNP Paribas Robson, BofA's Cabana on Rate Cuts
00:13:54 - Citi, Apollo Join Forces
00:21:06 - The Week Ahead
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Piker Times:
5:00 - Talking NFP part 1
6:30 - Talking NFP part 2
7:15 - Talking NFP part 3
9:53 - PRP: Model the expected J-curve and use it to inform duration strategy
10:30 - Scoop
11:05 - Talking about the debt limit
17:23 - The Umbrella's ambitions
19:48 - Ticking boxes
20:14 - Speculating on the PE business

noremacmada
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At 22 and a half minutes, this is the most concise story of what happened this week.

tonyinnyc
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SheryFinkel