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MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessDiffering Trends In US and EU Inflation Expectations
- Lagarde’s speech put focus on inflation expectations, seeing compatible policy rates in restrictive territory “if there were evidence that high inflation risked de-anchoring inflation expectations”.
- Against that backdrop, note that whilst EUR 5Y5Y inflation swap rates are coming from a much lower base than their US counterpart, the two have opposing trends.
- EUR inflation rates are climbing and close to initial highs early in the Ukraine war (39bps higher than average Jan’22 rates) compared to whilst US inflation rates trending lower (8bps higher) – see chart.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.