Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reviving the Corporate Bond Market
Episode 58 of our stagflation series dives into a surprising beneficiary of slow growth and persistent inflation: the corporate bond market. With the S&P 500 at 7,420 and the Dow at 51,493, yields have climbed, and companies are rushing to lock in long-term debt before rates rise further. Lucas and Luna explore why investment-grade issuance surged 18% year-over-year in Q2 2026, how the 10-year breakeven inflation rate at 2.26% is reshaping investor demand, and what this means for portfolios in a stagflationary environment. They also unpack the role of the Fed's new chair, Kevin Warsh…
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