US Economic Resilience Lowers Rate Cut Odds, Private Credit Fears | Real Yield 5/1/2026

Posted on 05/01/2026
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Wolfe Research Chief Economist Stephanie Roth, Economic Security Project Senior Director of Policy and Research Mike Konczal, BNP Paribas Head of US Credit Strategy Meghan Robson, and CreditSights Global Head of Strategy Winnie Cisar.



Chapters:

00:00:00 - Real Yield opens

00:06:08 - Roth: Not a Great Backdrop For Fed To Ease

00:07:10 - Mike Konzcal: Labor Market Looks A Lot Better Than Dec.

00:09:33 - Roth: Unemployment Rate Is Going To Be Key

00:10:48 - Konzcal on Federal Reserve

00:12:11 - Roth: Will Be More Support To Change Dot Plot

00:16:19 - Private Credit Fears

00:20:44 - Trump Speaks To Press

00:25:13 - Roundtable: Big Tech Utilizes Debt To Finance AI Ambitions

00:39:11 - NYC Billionaires Stand Behind Griffin in Mamdani Feud

00:41:12 - Florida's Brightline Looking To Avoid Bankruptcy

00:44:14 - What to Watch Next

00:45:06 - Final Thought: US Job Report Out Next Friday

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