Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why the Yield Curve Is Still Steep in a Stagflation Era
In this episode of Stagflation Conversations, Lucas and Luna dive into a surprising anomaly: despite stagflation fears and a Fed that's talking about rate hikes, the yield curve hasn't fully inverted. They explore why long-term bond yields remain stubbornly high, what the 10-year breakeven inflation rate at 2.31 percent signals, and how this dynamic is reshaping everything from mortgage rates to pension fund strategies. With the Fed's preferred inflation gauge at 3.3 percent annually and real GDP growth slowing to 1.5 percent, the hosts examine whether the bond market is…
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