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The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
The Macro Trading Floor
Bond Trading
I still think if you look at h i c p inflation fixings in europe and how they're priced in inflation swaps, they print that roughly sixper cent in early summer next year. In the us, they look a little bit less aggressive, but i guess it's a reflection of the potential energy storm over winterbrewing in europe. We also see how the inflation swap curve the u k. Hin set princs in between 13 and 14 per centb by the end of four the issue in the u k is that it is basically dictated a lot by policy. So right now we're looking at a central bank which is not actively buying bonds, to say the least.
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