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GrahamsBenjamins Newsletter

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GrahamsBenjamins Newsletter
The Problem with Bonds

The Problem with Bonds

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grahamsbenjamins
Apr 07, 2022
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GrahamsBenjamins Newsletter
GrahamsBenjamins Newsletter
The Problem with Bonds
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The Problem with Bonds

The bond markets of most western democracies have encountered significant inflationary headwinds in 2022 brought on by nascent inflation, of both the cost-push and demand-pull variety. Covid and its aftermath saw supply chains that reached deep into China and elsewhere become constrained and wages pressures increase. As price press…

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