Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield. " They discuss hyperscaler debt, capex spending, and the high-yield market.
Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield. " Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infr...
OpenAI is launching its decision model to the world. Can it compete with the original Jev?
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Pooja Kumra, head of Europe and UK rates strategy at TD Bank, joins Scarlet Fu on "Bloomberg Real Yield. " French bond stress intensified as a broad flight from risk and the threat of another round of weekend protests reinforced the country’s status as the weak link in global markets. The premiu...
Jeff Sherman, deputy CIO of DoubleLine Capital, joins Scarlet Fu on "Bloomberg Real Yield. " Treasuries surged on Thursday, sending the US 10-year yield back below 5% as investors sought shelter from tumbling share prices for companies leading the boom in spending on artificial intelligence.