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Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets following broad-based breakeven narrowing over the past month. Despite upside surprises in January CPI reports, front-end breakevens have underperformed while the forward inflation curve has steepened across US, Euro area, and UK markets.

Speakers:

Phoebe White Head of US Inflation Strategy

Francis Diamond Head of European Rates Strategy

This podcast was recorded on 27 February 2025.

This communication is provided for information purposes only. Instit

US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents

At Any Rate