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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 3 of 3

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 3 of 3

BBG Real Yield (06/02/2026) : Oxana Aronov (JP Morgan Asset Management) and Jeff Sherman (DoubleLine Capital)

**Executive Summary** > This Bloomberg TV segment features **Oxana Aronov** (**JP Morgan Asset Management**) and **Jeff Sherman** (**DoubleLine Capital**) discussing the complex dynamics of the current interest rate environment. The core thesis is that traditional fixed income is struggling to serve as a reliable hedge outside of a deep recession due to persistent **fiscal policy concerns**, **inflation…

Feb 7, 2026·Bloomberg
BBG Real Yield (06/02/2026) : Oxana Aronov (JP Morgan Asset Management) and Jeff Sherman (DoubleLine Capital)

BBG Real Yield (06/02/2026): European High Grade Spreads

> "In Europe, a non-stop stream of cash into the credit market has driven a gauge of risk to the **lowest since the global financial crisis**." ([`33:04`](https://youtu.be/FAYr3U8lz9o?t=1984)) > "We **hit this record tight this week**... it’s a **non-stop stream of cash**." (Regarding European credit spreads [`34:30`](https://youtu.be/FAYr3U8lz9o?t=2070))

Feb 7, 2026
·Bloomberg
BBG Real Yield (06/02/2026): European High Grade Spreads

BBG Real Yield (06/02/2026): The steepening of the **2s10s curve**

**Corrected Yield Curve Quotes** > "Treasuries resumed their role as a traditional haven, helped by the latest **Challenger data** and **jobless claims** showing weakness in the labor market. The **2s10s curve** **steepened to the widest in more than four years**." — **Narrator (Scarlett Fu)** [[00:02:56](https://www.youtube.com/watch?v=FAYr3U8lz9o&t=176s)] > "The **2s10s steepener** is probably the easiest money…

Feb 7, 2026·Bloomberg
BBG Real Yield (06/02/2026): The steepening of the **2s10s curve**
Source
BloombergCreditFixed Income
+44 more tags
Macro / EconomicsMonetary PolicyPodcastReal Yield

BBG Real Yield (06/02/2026) : Oxana Aronov (JP Morgan Asset Management) and Jeff Sherman (DoubleLine Capital)

Executive Summary

This Bloomberg TV segment features Oxana Aronov (JP Morgan Asset Management) and Jeff Sherman (DoubleLine Capital) discussing the complex dynamics of the current interest rate environment. The core thesis is that traditional fixed income is struggling to serve as a reliable hedge outside of a deep recession due to persistent fiscal policy concerns, **inflation…

View Full Article
UJ
Feb 7, 2026
Source
BloombergCreditEurope
+44 more tags
Fixed Income
Source
BloombergCredit
Markets & Investments
Podcast
Real Yield

BBG Real Yield (06/02/2026): European High Grade Spreads

"In Europe, a non-stop stream of cash into the credit market has driven a gauge of risk to the lowest since the global financial crisis." (33:04)

"We hit this record tight this week... it’s a non-stop stream of cash." (Regarding European credit spreads 34:30)

View Full Article
UJ
Feb 7, 2026
Fixed Income
+44 more tags
Macro / EconomicsMonetary PolicyPodcastReal Yield

BBG Real Yield (06/02/2026): The steepening of the **2s10s curve**

Corrected Yield Curve Quotes

"Treasuries resumed their role as a traditional haven, helped by the latest Challenger data and jobless claims showing weakness in the labor market. The 2s10s curve steepened to the widest in more than four years." — Narrator (Scarlett Fu) [00:02:56]

"The 2s10s steepener is probably the easiest money…

View Full Article
UJ
Feb 7, 2026