Global Rates: Monthly Inflation Outlook

Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets. Breakevens in DM inflation markets have been modestly lower over the past month, as inflation has softened. Looking ahead to 2H25, we expect diverging trends between US and Euro area inflation, driving an outperformance in US inflation markets, particularly at the front end.   Speakers:  Francis Diamond, Head of European Rate Strategy Phoebe White, Head of US Inflation Strategy   This podcast was recorded on June 18, 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.

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