"Real Yield" Debate on Credit: Own or Not Own?

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مدعوم بالذكاء الاصطناعي
لماذا هذا مهم

Analysts are concerned about corporate credit due to potential risks such as AI oversupply, private market distress, asset-backed blowups, and rising interest rates.

تأثير السوق

Market impact analysis based on bearish sentiment with 77% confidence.

المشاعر
Bearish
ثقة الذكاء الاصطناعي
77%

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On "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)

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المقال الكامل على Bloomberg
قراءة المقال الكامل
المقال الأصلي منشور بواسطة Bloomberg في ديسمبر 13, 2025.
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