Why Stagflation Is Reshaping the Corporate Bond Market

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Why Stagflation Is Reshaping the Corporate Bond Market

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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 resilience, and why the era of easy refinancing is over. If you're watching debt markets for signals, this episode gives you the lens. #StagflationConversations #CorporateBonds #FallenAngels #InvestmentGrade #HighYield #BondMarket #CreditSpread #CorePCE #Inflation #TreasuryYield #DebtRefinancing #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #BondInvesting #CreditRisk #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo

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