Uncertainty Complicates Fed’s Rate Path | Real Yield 8/8/2025

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: Parametric SMA Fixed Income Portfolio Manager Nisha Patel, DWS Group Head of Fixed Income and Trading George Catrambone, Barings High Yield Portfolio Manager Kelly Burton and Invesco Head of North American Investment Grade Credit Matt Brill.

Chapters:
00:00:00 – Real Yield opens
00:03:17 – Patel: Fed Put in a Spot to Cut
00:05:09 – Catrambone: Markets Looking at Inflation
00:07:00 – Patel: Powell Has Done A Good Job Staying Independent of Politics
00:11:11 – Catrambone on Housing Market
00:16:10 – Burton and Brill on Credit Risks
00:19:24 – Brill: Consumer Has Been Challenged But Job Market is Good
00:21:03 – What to Watch Next
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