Division At The Federal Reserve | Real Yield 9/26/2025

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Wolfe Research Chief Economist Stephanie Roth, Merrill and Bank of America Private Bank Head of Fixed Income Strategy Matthew Diczok, BNP Paribas Head of US Credit Strategy Meghan Robson and Citi Head of Debt Capital Markets Richard Zogheb.

Chapters:
00:00:00 – Bloomberg Real Yield Begins
00:01:40 – US Data Drop
00:03:21 – Rountable: Division At The Federal Reserve
00:03:33 – UBS Global Wealth Management Leslie Falconio
00:04:49 – Richard Bernstein Advisors Deputy CIO Mike Contopolos
00:07:51 – Contopolos: September Could Be ‘One & Done"
00:12:45 – PIMCO Portfolio Manager Sonali Pier on Credit Supply Surge in September
00:13:42 – Goldman Sachs Chief Credit Strategist Lotfi Laroui on Oracle’s $18B Bond Sale
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