Episode Details
Back to EpisodesEpisode 52 — The (inflationary) elephant in the room
Episode 52
Published 5 years, 2 months ago
Description
Inflation rates — should we be paying attention to them now? And what do they have to do with long-term bond yields? The Capital Markets Strategy team weighs in on several subjects related to inflation and fixed-income investments:
• Will inflation increase in 2021?
• What do bond yields tell us about the economy?
• Where do unemployment, wage pressure, and fiscal stimulus fit into this scenario?
• How could investors react to a low-yield environment that’s moving higher?
… and they banter about beer and bitcoin too!