Bloomberg Talks

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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Intercontinental Exchange Inc. Chief Executive Officer Jeff Sprecher says the Clarity Act would help define rules about crypto. He also talks about ICE’s $1.6 billion investment in Polymarket, a leading prediction market platform, and the possibility of expanding trading hours. He talks to Bloomberg's Tyler Kendall in Washington.
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