James Crombie

James Crombie, credit markets analyst who tracks private lending risks. Ellen Wald, energy and geopolitics expert focused on oil and shipping. Ed Ludlow, tech reporter explaining oracle/OpenAI data-center developments. They discuss the collapse of an Abilene AI campus deal, Nvidia's $150M play to protect GPU share, and how data-center build, grid and market forces reshape AI infrastructure plans.

Matt Mish, head of credit strategy at UBS, joins Bloomberg's James Crombie and senior analyst Julie Hung to dissect the impact of the US election on credit markets. Mish predicts that a Kamala Harris victory would favor bonds in basic industries and utilities due to support for existing stimulus policies. On the flip side, he warns that a Democratic win could hinder tech and telecom debt. They also discuss the outlook for US consumers, the stress in private credit markets, and the potential positives for energy and defense under a Trump presidency.

Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, joins Bloomberg News reporter James Crombie and credit analyst Jody Lurie to delve into the complexities of commercial real estate debt. They discuss how Goldman is capitalizing on opportunities in commercial mortgage-backed securities amid market challenges. The trio also weighs the outlook for retail and leisure sectors, particularly considering the pressures on lower-income consumers. Insightful perspectives on risk management and credit analysis strategies are shared.

Jimmy Levin, chief investment officer at Sculptor Capital Management, joins Bloomberg contributors James Crombie and Irene Garcia Perez, along with credit analyst Stephane Kovatchev. They discuss striking opportunities in funding companies with unsustainable debt loads, viewing it as the best chance in corporate credit recently. Levin highlights expected growth in asset-based finance and potential double-digit returns. The panel also evaluates the resilience of U.S. consumers and the outlook for debt in cyclical industries amid fluctuating interest rates.

In this engaging discussion, senior analysts Stephen Flynn and Aidan Cheslin from Bloomberg Intelligence join contributor James Crombie. They explore the potential for debt tightening among cruise line giants like Carnival and Royal Caribbean, along with insights on automotive companies like Rolls-Royce and Ford. The trio highlights the credit challenges facing Disney and geopolitical risks affecting credit confidence. With a keen eye on macroeconomic trends, they dissect how fragile valuations could lead to rapid market shifts.