Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Reshaping the Corporate Bond Market
Episode 79 of Stagflation Conversations with Fexingo examines how persistent stagflation is transforming the corporate bond market. Lucas and Luna break down the widening spread between investment-grade and high-yield debt, the surge in fallen angels, and what it means for companies carrying heavy debt loads. They anchor the discussion in real data: core PCE inflation hitting 3.4% in May 2026, the highest since October 2023, and the yield on the ten-year Treasury hovering near 4.8%. The hosts explore why bond investors are demanding higher risk premiums even as the economy shows pockets of…
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