U.S. CPI Inflation vs. U.S. 10-Year Bond Yield

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research

FMS Global Bond Allocation

FMS Global Bond Allocation FMS global bond allocation is now at its lowest level in three years, at -69%. Image: BofA Global Fund Manager Survey

Historical CCC Junk Bond Spreads

Historical CCC Junk Bond Spreads CCC junk bond spreads are at lowest levels since 2007, thanks to the Fed’s low-rate policies. Image: BofA Global Investment Strategy

Inflation and Equity/Bond Correlation

Inflation and Equity/Bond Correlation Investors are watching inflation very closely. When inflation is high, the equity/bond correlation tends to turn positive. Image: Goldman Sachs Global Investment Research