Global Credit Risk Rises | Bloomberg Real Yield 04/11/2025

Sonali Basak highlights the market-moving news you need to know. Today's guests: Columbia Threadneedle Global Rates Strategist Ed-AlHussainy, Richard Bernstein Advisors Deputy CIO Michael Contopoulos, JPMorgan Private Bank Global Credit Strategist Ashley Allen, and Goldman Sachs Chief Credit Strategist Lotfi Karoui.

Chapters:
00:00:00 - Bloomberg Real Yield opens
00:03:33 - Contopoulos: Unbelievable Opportunity for Fixed Income Investors
00:05:10 - Al-Hussainy: Duration Globally Has Done Better
00:06:49 - Contopoulos: Inflation Expectation Third Reason for Market Selloff
00:08:16 - Al-Hussainy: Ability to Intermediate Treasury Market Has Diminished
00:13:19 - Allen: Investment Grade Credit Still Attractive
00:15:00 - Karoui: Expect Direction of Travel to Be Skewed Towards More Spreads Widening
00:18:41 - Allen on Low Rated Securities
00:21:05 - What to Watch
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[RiskReward]

Great video! The rise in global credit risk is definitely a concern, especially with the current market sentiment. With inflationary pressures, rising interest rates, and economic uncertainty, it’s no surprise that credit risks are on the rise. It’ll be interesting to see how global markets handle this shift and what that means for both businesses and consumers. Definitely something to keep monitoring moving forward. Thanks for the insightful breakdown!

[tedherman]

Best episode in some time. Great guest lineup.

[CC-klnh]

I am so confused. As a retail investor I put money into a bond index fund. So should I sell out?

[tonylozano]

When the Bond traders inventory gets too large in order to sell his bonds he will need to raise his interest rate. Bond buyers are attracted to high rates/yields. Therefore the question to ask is who is selling their bonds.

[chrysalis]

Mark Carney bought more US bonds this year increasing Canada's holding to 350 billion. With co-ordinated selling of the bonds along with the EU countries 1.5 trillion and Japan's 1+ trillion, the US would be damaged. Trump talks like a mobster while Carney plays chess.

[CC-klnh]

This just makes me feel as though I should pull out of the market entirely.

[henryhong]

MAGA: the higher the better for American

[brycenew]

09:38 6-12 more months of uncertainty / volatility (maybe at least?…)

[gibdin]

yea we are aall idiots and cant see how dumb of a strategy this was. Ppl are much smarter than they think.

[tx]

Trump thought you were talking about James Bond

[hrviumhrvarium]

please return jonathan ferro. this lady's voice is skreetch skreetch. sad.

[QueenFinSov]

BOND VIGILANTES✂️✂️✂️IMAGINE OUR SHOCK