Debate Heats Up Over Fed’s Next Move | Real Yield 8/15/2025

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Schwab Center for Financial Research Chief Fixed Income Strategist Kathy Jones, BlackRock Head of Macro Credit Research Amanda Lynam and Wells Fargo Global Head of High Grade Debt Syndicate Maureen O’Connor.

Chapters:
00:00:00 – Real Yield opens
00:03:17 – Berro: Current Policy Modestly Restrictive
00:04:47 – Jones: Difficult to See Bessent Size Rate Cut
00:07:59 – Berro: Fed is Going to Deliver on 25 BPs Rate Cut
00:14:28 – Lynam: Back to Basics on Credit
00:15:19 – O’Connor: Demand Dynamics Are Robust
00:18:00 – Lynam on Fed Expectations
00:21:36 – What to Watch Next
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