Traders Cling to Fed Cut Bets, Optimism on Credit | Real Yield 11/21/2025

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Federated Hermes Senior Portfolio Manager Deborah Cunningham, Columbia Threadneedle Fixed Income Portfolio Manager Ed Al-Hussainy, UBS Global Wealth Management Head of Taxable Fixed Income Strategy Leslie Falconio and AEGON Asset Management Global Head of Leveraged Finance Jim Schaeffer.

Chapters:
00:00:00 - Real Yield opens
00:03:04 - Cunningham: Fed Wouldn’t Gave Cut if Had Sept. Data
00:05:14 - Al-Hussainy: Odds Favor A December Fed Cut
00:08:08 - Al-Hussainy: No Cleared Fed Strategy Going Into ’26.
00:10:18 - Cunningham: Consumer is Driving the Bus
00:13:50 - Falconio and Schaeffer on Credit Issuance Surge to Fund AI Race
00:15:55 - Falconio: Not A Red Flag in High Yield
00:17:00 - Schaeffer: See Deterioration Picking Up
00:20:32 - What to Watch Next Week
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