"Real Yield" Debate on Credit: Own or Not Own?
Summarize this article with:
Live on Bloomberg TV"Real Yield" Debate on Credit: Own or Not Own?Bloomberg Real YieldTV ShowsDecember 12th, 2025, 10:00 PM GMT+0000On "Bloomberg Real Yield", Alexander Wolf, global head of macro and fixed income strategy at J.P.
Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein Advisors, talks with Matt Miller about the Fed's rate decision this week, the next Fed chair and corporate credit. Analysts say that there’s plenty to worry about when it comes to credit, from AI oversupply and private market distress to asset-backed blowups and runaway rates. (Source: Bloomberg)More From Bloomberg Real Yield02:19Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps10 minutes ago22:20Tension Over Fed's Dual Mandate, AI Growth's Impact on Spreads, Credits | Real Yield 12/12/20254 hours ago02:14Wall St. Races to Cut Its Risk From AI’s Borrowing Binge01:11'Critical Crossroads' for US Economy: Stephanie RothAll episodes and clipsBloomberg Markets"Bloomberg Markets" is focused on bringing you the most important global business and breaking markets news and information as it happens.More episodes and clips21:35Bloomberg Markets 12/12/202544:39Trump Ups Pressure on Venezuela | Balance of Power: Early Edition 12/12/202502:52States Suing Over Trump's $100,000 H-1B Visa Fee02:43China Plans Tougher Regulations Amid Carmaker Price WarThe David Rubenstein ShowThe David Rubenstein Show: Peer-to-Peer Conversations" explores successful leadership through the personal and professional choices of the most influential people in business.More episodes and clips24:06The David Rubenstein Show: Ynon Kreiz24:05David Rubenstein Show: Kevin Hassett24:05The David Rubenstein Show: Maria Sharapova24:06The David Rubenstein Show: Justice Anthony KennedySee all shows