Although US consumer price inflation remained low at the end of last year, we expect it to rebound before long. (See US Key Data & Events.) As a result, we suspect that inflation compensation will continue to rise, pushing real yields and the dollar lower and supporting the rally in risky assets.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services