Bloomberg Talks

Following a turbulent stretch for the US bond market, and a bond buyback announcement by Treasury Secretary Scott Bessent, questions remain about what Secretary Bessent’s next move will be. Kevin Gordon, Head of Macro Research & Strategy at Schwab Center for Financial Research, discusses the bond buyback announcement and its impact on the market. Gordon spoke with Bloomberg's Tom Keene and Isabelle Lee.
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George Bory, Chief Investment Strategist: Fixed Income at Allspring Global Investments, says bond markets face a structural supply challenge from AI infrastructure spending, with hyperscalers expected to finance a significant share of a multitrillion-dollar data center buildout through bonds, loans and securitized debt. He spoke to Bloomberg's Tom Keene and Paul Sweeney.
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Bill Dudley, a Bloomberg Opinion columnist and former New York Fed President, explains why he thinks US the equity market is in bubble territory. Speaking with Romaine Bostick on "Bloomberg The Close," Dudley also comments on the economic impact of AI and the rise in bond yields.
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Mary Daly, San Francisco Fed President, talks impact of treasury buybacks, policy and inflation shocks. She talks to Bloomberg's Jonathan Ferro and Lisa Abramowicz.
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Republican Rep. Mike Lawler of New York says the US should "hold the Chinese to account" for facilitating Iran's illicit oil trade as President Donald Trump pushes an economic "D-Day" against Tehran. Lawler, a member of the House Foreign Affairs and Financial Services committees, also calls the $40 trillion US debt a "crisis" and says Congress needs a bipartisan solution. He talks to Bloomberg's Kailey Leinz.
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