全球利率-通胀担忧暂时主导市场-Global Rates Trader_ Inflation Concerns Dominate... For Now

20 March 2026 | 9:23PM GMT Economics Research GLOBAL RATES TRADER Inflation Concerns Dominate... For Now The hawkish impulse from central banks has driven front-end rates higher, reflecting inflationary risk from higher energy prices as well as the absence of sufficiently strong growth concerns. US rate pricing looks hawkish versus the distribution of risks around our economists' Fed path, and the continued selloff in terminal rate pricing seems misaligned with the nature of the shock and a market that is p ...