Feb 27 2025 11 mins 26
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.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
