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US Rates strategist Phoebe White and European Rates strategist Frida Infante discuss the August inflation data and their outlook for inflation markets going forward. While they see limited catalysts to push Euro area breakevens out of recent ranges, the backdrop remains supportive for US breakevens.

Speakers: Phoebe White, Head of US Inflation Strategy Frida Infante, European Rates Strategist

This podcast was recorded on Jan 22, 2026.

Global Rates - Monthly Inflation Outlook

At Any Rate