Is inflation around the corner? – Consumer behavior post coronavirus

Today’s post is of the wonkish type. A few of us in the fintech pm group started chatting about certain macro trends and that discussion sparked the idea for this post. BTW this is one of the many reasons I really like having a curated private group – it leads to broader and deeper conversations. Today’s topic is inflation!

dilbert inflation
Credit: Scott Adams

What is inflation and what are its causes?

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Corporate Bond Market Frothy’ness

Great post over at FT Alphaville today that talks about the crazy low yields in the corporate bond market. Since the GFC (Great Financial Crisis of 08) investors have been running scared and looking for safety in large numbers. This has caused corporate bond yields to hit new multi-year lows. Remember in Bond Math, when there is lots of demand, prices are high and consequently yields are low. The yeild is the interest rate that the company issuing the debt has to pay out. Lower the yield, better for the company.

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