Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets. Breakevens in DM inflation markets have been modestly lower over the past month, as inflation has softened. Looking ahead to 2H25, we expect diverging trends between US and Euro area inflation, driving an outperformance in US inflation markets, particularly at the front end.
Speakers:
Francis Diamond, Head of European Rate Strategy
Phoebe White, Head of US Inflation Strategy
This podcast was recorded on June 18, 2025.
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