Vonnie Quinn highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Oaktree Capital Management CO-CEO and Portfolio Manager Robert O'Leary, and Bloomberg's Ira Jersey.
Chapters:
00:00:00 - Real Yield opens
00:03:07 - Jersey and Berro on Jobs Data
00:04:16 - Berro: Speed Limit for Consumption Growth is Income Growth
00:05:14 - Jersey: Fed has to be Hold Until Job Market Slows More
00:06:49 - Berro: If Data Changes the Fed Will Move
00:12:19 - O’Leary: We Are In for Higher More Volatile Interests Rates
00:15:00 - O’Leary: If Nothing Changes You Will See Job Losses
00:16:58 - O’Leary: Private Markets Could Sell as low as 50 Cents
00:19:40 - O’Leary on Tariff Exposed Sectors
00:21:53 - O'Leary: Getting To the Point Companies Are in Tenuous Shape
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