Mark Capleton

Meghan Swiber, a Senior US Rates Strategist, and Mark Capleton, the Global Head of Inflation-Linked Strategy, dive into the future of inflation markets. Meghan discusses potential Fed rate cuts driven by unemployment concerns, while also addressing Powell's data dependence. Mark warns about persistently low euro inflation and highlights the anomaly in the US-Euro long-term inflation spread. They analyze the impact of the UK budget on breakevens, suggesting it could make medium-dated options more attractive. Tune in for their expert insights!