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

Market Intelligence Analysis

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Why This Matters

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

Market Impact

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

Sentiment
Bearish
AI Confidence
77%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

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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Original article published by Bloomberg on December 13, 2025.
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