Inflation expectations: what are you reading from surveys and breakevens?

Inflation expectations — from consumer surveys, professional forecasters or bond breakevens — show where prices are expected to go, and central banks watch them closely.

Which do you follow?

  • the expectations measure you track
  • how it shapes your rate view
  • the divergence you're seeing from actual inflation

Background: the NY Fed survey and US consumer sentiment.

Comments

Log in to join the discussion. Comments follow the community guidelines.

Log in to comment

Loading comments…