Going Into Us Cpi And The Ecb Meeting

This report previews the US CPI data and the upcoming ECB meeting, expecting a mixed US inflation print and upward revisions to ECB forecasts. The firm maintains a cautious stance, preferring relative value inflation trades over directional ones.

Key Takeaways

• 1.Expect a mixed US CPI release: headline above 4% YoY, but core potentially surprising to the downside at 0.2% MoM.
• 2.ECB expected to revise inflation forecasts slightly to the upside (core at 2.5% in 2026 and 2.4% in 2027).
• 3.Strategy remains focused on relative value (RV) trades for inflation, as current market conditions lack a strong directional case.

Table of Contents

• Going into US CPI and the ECB meeting
• EUR Rates Dashboard
• USD Rates Dashboard
• Interest Rates Research advanced tools
• Red Mount Analytics
• Global Markets Research contact details

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