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2 min read
Gilt markets look too bearish
UK Gilt markets are pricing in further increases in yields. But the economic data suggest this view is too pessimistic.
Blog
1 min read
Chart Room: Gimme shelter (from inflation)
Shelter inflation continues to hold the key for forecasting inflation pressure in the US.
Blog
2 min read
Chart Room: Rapid reopening drives inflation higher
US headline consumer prices have risen at the fastest pace in 13 years due to positive base effects, rising energy prices and the reopening of the economy.
Blog
2 min read
Chart Room: A Goldilocks spot for inflation-linked bonds
We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.
Blog
1 min read
Chart Room: Keep an eye on housing rents when tracking inflation
Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.
Blog
2 min read
Inflation expectations close to nadir
Low Inflation expectations mean breakevens nolw look attractively priced
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