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08.10.26 - 22:33
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Global Bonds Pressure Markets, Hyperscaler Debt, Schools Strained (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Management, Co-Chief Investment Officer of Fixed Income Alex Mackey. (Source: Bloomberg)...
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24.09.26 - 16:48
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Autonomes Europa: BNP Paribas legt Bond-Variante seiner Unabhängigkeits-Strategie auf (Das Investment)
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BNP Paribas AM startet einen Anleihenfonds mit Fokus auf europäische Verteidigung, Infrastruktur, Resilienz und Cybersicherheit – als Pendant zu einem entsprechenden Aktienvehikel.BNP Paribas Asset Management (BNPP AM) bringt den BNP Paribas Europe Strategic Autonomy Bond (ISIN: LU3393993871) auf den Markt. Der Fonds soll das Fixed-Income-Gegenstück zu dem Aktienfonds BNP Paribas Europe Strategic Autonomy (LU3051940347) bilden. Auch der nun aufgelegte Anleihenfonds mit europäischen Unternehmenstiteln als Anlageuniversum soll auf die Profiteure strategischer EU-Autonomie setzen. Im Zentrum sollen die Branchen und Themen Verteidigung, Infrastruktur, Resilienz sowie Cybersicherheit und Digitales stehen. Im Visier die Profiteure eines unabhängigeren Europas......
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11.09.26 - 15:24
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Stocks, Treasuries Get Relief Ahead of CPI, US Diesel Passes $6/Gallon (Bloomberg)
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US equity futures and Treasuries find some relief as investors await the latest inflation data for a signal on whether the Federal Reserve will raise interest rates next week. US diesel prices rose above $6 a gallon for the first time ever, raising the risk of further energy-driven inflation. The US marks 25 years since the September 11 terrorist attacks. Isabelle Mateos Y Lago of BNP Paribas joins "Bloomberg Brief" to look ahead to the CPI data. (Source: Bloomberg)...
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03.09.26 - 21:01
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Global Bond Yields Rise, Waller Speaks Out | Real Yield 9/3/2026 (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Field Income Portfolio Manager Kelsey Berro, Federated Hermes Senior Portfolio Manager Deborah Cunningham, Invesco Head of North American Investment Grade Credit Matt Brill, and BNP Paribas Head of US Credit Strategy Meghan Robson. (Source: Bloomberg)...
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20.08.26 - 22:31
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Risk Of Treasuries Selloff Is Growing: Robson (Bloomberg)
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Meghan Robson, head of US credit strategy at BNP Paribas, and Milwood Hobbs, deputy CIO of Oaktree's Strategic Credit platform, join Scarlet Fu on "Bloomberg Real Yield." US Treasuries fell a day after the Trump administration's surprise decision to increase buybacks of longer-dated bonds, showing the move did little to counter angst about the surging government debt that pushed some yields to a 19-year high. (Source: Bloomberg)...
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20.08.26 - 16:54
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We′re Seeing a ′K-Shaped Bond Market′ Says Guneet Dhingra (Bloomberg)
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Market participants are warning that a lack of predictability when it comes to the US Treasury's debt management strategy could ultimately portend higher borrowing costs.
Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, discusses this, and examines current parallels with the 2023 bond selloff. (Source: Bloomberg)...
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20.08.26 - 14:12
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Buyback-fueled Treasury Rally Cools; US Public Debt Hits $40T | Bloomberg Brief 08/20/2026 (Bloomberg)
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US equity futures waver and a rebound in long-dated Treasuries loses steam following US Treasury's announcement of plans to increase buybacks of longer-dated debt. US public debt hits $40 trillion for the first time. President Trump threatens an “economic D-Day” against Iran, targeting Tehran's trading partners. Sophie Huynh of BNP Paribas Asset Management discusses the market impact of the Treasury's buyback plans. (Source: Bloomberg)...
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16.06.26 - 08:36
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Warum Anleihen wieder attraktiver werden (BondGuide)
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Steigende Renditen, selektive Aktienchancen und die große KI-Produktivitätsfrage prägen die Märkte. Besonders Anleihen erleben laut BNP Paribas Asset Management ein Comeback. Die Zeiten dauerhaft niedriger Zinsen scheinen endgültig vorbei. Alessandro Tentori, CIO Europe bei BNP Paribas Asset Management, sieht die Kapitalmärkte vor einem strukturellen Wandel. Seit der Pandemie seien die Renditen lang laufender Staatsanleihen weltweit […]...
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20.05.26 - 18:48
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AI Boom Adds Pressure to Warsh′s Bond-Market Bind (Bloomberg)
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With Kevin Warsh set to take office on Friday and the war-driven price shock sending bond yields higher, analysts say a widely-used indicator is suggesting AI is worsening the Fed's inflation problem.
James Egelhof, Chief US Economist at BNP Paribas, discusses the Fed's rate path, inflation pressures, and how AI ties into the mix. (Source: Bloomberg)...
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21.04.26 - 08:42
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India Bond Clearing House Said to Apply for European Recognition (Bloomberg)
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India's sovereign debt clearinghouse sent an application to European authorities to be recognized as a permitted trading counterparty, according to people familiar with the developments, potentially paving the way for lenders like Deutsche Bank AG and BNP Paribas SA to trade bonds more easily in the country....
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