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Analysts argue that inflation is already entrenched and that investors are positioning for it. TIPS have outperformed Treasuries, and breakeven inflation rates and the TIP/IEF ratio have been rising in recent sessions.
Markets are pricing in higher inflation over the coming period.
Rising inflation expectations raise the cost of production inputs and can support commodity prices broadly. The piece is mainly about bond-market positioning and does not describe a specific feed supply change.
allstarcharts.comIan CulleyMar 2, 2022Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
