Talking Data Episode #29: Is This the Inflation Premium We’ve All Been Waiting For?!

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am Kristen Radosh of Arbor Research & Trading and I will be your host. Our presenter today is Ben Breitholtz of Arbor Data Science.

In today’s installment, Ben outlines the next set of hurdles needed to signal a lasting rise in inflation expectations.
· TIPS Breakevens Underperforming Where Risk Assets Suggest They Should Reside
· Inflation or Liquidity Premiums Causing Rising TIPS Breakevens?!
· Hopes for 2.5+% YOY Back on the Radar
· Inflation Expectations Enter the Rare World of Inversion
· Global Growth Near Sweet Spot for Inflation Expectations
· Rent-Related Search Activity Nearing Bullish Shift for OER

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].