US Rates: Takeaways from December inflation and Red Sea trade disruptions

In this episode, we discuss the December inflation data, the widening in the CPI/ PCE wedge, and the potential impacts of trade disruptions in the Red Sea on core goods inflation and commodity prices. We review the implications for US rates markets.

Speakers:

Phoebe White, Head of US Inflation Strategy

Michael Hanson, Senior Global Economist

Natasha Kaneva, Head of Global Commodities Strategy

This podcast was recorded on 12 Jan 2024.

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