Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
Real-time insight on key fixed income and fx markets.
- Emerging MarketsEmerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
- MNI ResearchMNI Research
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
- About Us
Sign up now for free access to this content.
Please enter your details below and select your areas of interest.
In the wake of Thursday's CPI print J.P.Morgan note that "breakevens outperformed versus the carry implications of the print and the beta-adjusted move in yields. Across the curve, 5-, 10-, and 30-year breakevens widened 5bp, 3bp, and 2bp, respectively, only partially retracing the underperformance of recent sessions. At current levels, the forward curve is priced for very little overshoot of the Fed's 2% PCE target beyond this year, and breakevens remain cheap versus our fair value model. Nonetheless, we remain neutral on TIPS over the near term ahead of next week's FOMC meeting."