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10.10.26 - 01:30
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Wall Street Week | Michigan Manufacturing, AI Debt Investments, Baby Bonds, Canadian Coal Fight (Bloomberg)
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This week, Ford, JPMorgan and the state of Michigan team up to help domestic manufacturers turn new technology into factories and supply chains. And, hyperscalers and data centers are borrowing hundreds of billions of dollars to finance AI infrastructure, transforming the corporate bond market. Plus, can baby bonds actually narrow America's wealth gap? Later, Alberta's Grassy Mountain project has become a test of whether Canada can expand resource exports without reigniting old environmental conflicts. (Source: Bloomberg)...
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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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08.10.26 - 17:34
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Higher Yields Let Bond Investors Be Choosy: JPM′s Herr (Bloomberg)
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Kay Herr, US GFICC CIO at JPMorgan Asset Management, says higher yields and heavy debt issuance are giving bond investors more choice after years of having to stretch for income. She says investors can be more selective about credit as they weigh productive corporate borrowing against growing sovereign debt and uncertainty. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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06.10.26 - 14:51
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S&P Set To Open At Record High As Oil Slides, Bond Rout Takes A Breather (ZeroHedge)
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S&P Set To Open At Record High As Oil Slides, Bond Rout Takes A Breather
US equity futures are higher for a fourth day, putting the S&P on course for its longest winning streak in two months, and on pace for a record open. Tech is leading again, though the rest of the market is finally joining in, and the bond market has stopped screaming for a few hours. As of 8:00am ET, S&P futures are 0.5% higher at 7,865 and Dow futures are up 288 points; Nasdaq futures were up 0.3%, and follows a session in which the Nasdaq and the Mag 7 printed fresh records even as the 10Y closed at a post-2002 high of 5.31%. In premarket trading, semis lag Nasdaq futures as the Mag 7 and Software outperform; Cyclicals ex-Energy lead Defensives and most sectors are indicated higher, which JPM calls a "notable broadening." Nvidia is on the verge of becoming the first $6 trillion company, Constellation Energy jumps after inking an 890 MW nuclear deal with Google, and Option Care soars 23% on a report of a McKes...
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01.10.26 - 13:18
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Bond Market Selloff in ′New Chapter,′ JPM′s Berro Says (Bloomberg)
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Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels “very technically-driven, very momentum-driven.” Berro says on “Bloomberg Surveillance” that she expects investors to refocus soon on the fundamentals and valuations of the market. (Source: Bloomberg)...
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15.09.26 - 12:54
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Bond Selloff May Be ′Nearing the End,′ Says JPM′s Misra (Bloomberg)
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Priya Misra, portfolio manager at JPMorgan Asset Management, explains the factors that can bring an end to the selloff in bonds, but says, “there's a bunch of things that have to happen, so you have to be really careful about stepping in.” (Source: Bloomberg)...
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04.09.26 - 15:12
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′Good News Is Bad News′: Big Jobs Beats Sends Rate-HIKE Odds Soaring; Batters Bonds, Stocks, Gold (ZeroHedge)
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'Good News Is Bad News': Big Jobs Beats Sends Rate-HIKE Odds Soaring; Batters Bonds, Stocks, Gold
A four standard deviation beat for non-farm payrolls this morning (good news) is triggering ugly reactions (bad news) across markets with rate-hike odds for September ripping back up near recent highs (despite no signs of inflationary wage growth - in fact it is slowing)...
Audrey Childe-Freeman, Bloomberg Intelligence's chief FX strategist:
“The strength in the latest NFP report will validate Sept. Fed rate-rise talks and most likely give the dollar a short-term-yield-driven lift.”
“But that's priced, and unless the Fed signals the beginning of an aggressive tightening cycle, the Fed-driven dollar upside may be contained into 4Q.”
That in turn is hammering the short-end of the yield curve...
And weighing on stocks...
Based on JPMorgan's matrix, we should see a drop in the S&P of between 0.5% and 1.25%...
Significantly more than the options market implied (+/-0.52%)...
The dollar jump...
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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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