# US inflation expectations: Implications for global markets | Premia Partners

> Premia Partners argues that US inflation expectations are rising and depressing the dollar, while the 10-year Treasury yield has also climbed rapidly. The firm says the Fed's zero-rate policy and generous unemployment benefits are fuelling strong equity markets. It warns that higher yields could threaten the equity rally.

- Date: 2021-01-20 · published 2021-01-20T12:00:00.000Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/49346-us-inflation-expectations-implications-for-global-markets-premia-partners
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

Rising inflation expectations tend to support real-asset and commodity prices, but a weaker dollar and higher yields can offset this, leaving feed price direction mixed.

## Read by commodity

- DXY: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2023-03-31 | [AUD/USD stumbles on expectations for a Fed pivot after softer US inflation data — Octa](https://feedsoft.ai/events/37122-aud-usd-stumbles-on-expectations-for-a-fed-pivot-after-softer-us-inflation-data.md) | -0.1% | +0.0% |
| DXY | 2025-01-26 | [Commodity markets to focus on FOMC statement and US core PCE that to shape policy expectations](https://feedsoft.ai/events/26416-commodity-markets-to-focus-on-fomc-statement-and-us-core-pce-that-to-shape.md) | +0.8% | -0.2% |
| DXY | 2022-03-30 | [Euro rises vs dollar as eurozone inflation fans rate hike expectations \| Money & Forex Markets - Business Standard](https://feedsoft.ai/events/42468-euro-rises-vs-dollar-as-eurozone-inflation-fans-rate-hike-expectations-money.md) | +0.1% | +2.9% |
| DXY | 2022-11-10 | [U.S. inflation turning the corner as consumer prices rise below expectations](https://feedsoft.ai/events/7560-u-s-inflation-turning-the-corner-as-consumer-prices-rise-below-expectations.md) | -1.6% | -2.8% |
| DXY | 2024-06-12 | [European markets watch Fed decision, U.S. inflation data](https://feedsoft.ai/events/10800-european-markets-watch-fed-decision-u-s-inflation-data.md) | -0.0% | -1.0% |

## Sources

- premia-partners.com: https://www.premia-partners.com/en/insight/us-inflation-expectations-implications-for-global-markets

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.