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

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.

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