Awaiting Warsh, AI 'Bust,' High Ed Fear | Real Yield 8/27/2026

Bloomberg Bloomberg — 44min

"Bloomberg Real Yield" highlights the market-moving news you need to know.

Today's guests: Kelly Gerrity, Fixed Income Client Portfolio Manager at Morgan Stanley Investment Management, Noah Wise, Senior Portfolio Manager and Head of Global Macro Strategy for Global Fixed Income at Allspring Global Investments, Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, and Margot Kleinman, Head of Municipal Research and Portfolio Manager at Nuveen.

Chapters:
00:00:00 - Real Yield Begins
00:00:52 - The Big Issue
00:03:08 - Mike McKee Reports from Jackson Hole
00:06:29 - Kelley Gerrity of Morgan Stanley Investment Management and Noah Wise of Allspring Global Investments
00:14:38 - Bloomberg's Rachel Graf Discusses Thoma Bravo Conceding 40 Debt Sweetners in Debt Talks
00:17:46 - Midday Movers with Norah Mulinda
00:18:46 - Bloomberg's Olivia Fishlow on Private Credit Investors Signalling Weak Exit Appetite
00:22:27 - The Auction Block with Wellington Management's Kyra Fecteau and RBC's Andrzej Skiba
00:35:34 - Midday Movers with Norah Mulinda
00:36:33 - Margot Kleinman, Nuveen Head of Municipal Research, Portfolio Manager
00:41:15 - Mike McKee Looks Ahead to Fed Chair Kevin Warsh's Speech at Jackson Hole
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