Episode 52 — The (inflationary) elephant in the room

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!