The MacroTourist

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RIDING INFLATION FROM THE LONG SIDE

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RIDING INFLATION FROM THE LONG SIDE

The 'tourist explains why this is like the post-1982 period in reverse

Kevin Muir
Jul 20, 2022
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RIDING INFLATION FROM THE LONG SIDE

posts.themacrotourist.com

Today’s post will explore the different tenors of inflation swaps and breakevens. Specifically, we will examine what drives different maturities.

However, before we get to inflation, I thought it would be useful to review bond behaviour.

We all understand that when the Federal Reserve raises rates, it doesn’t necessarily mean than longer duration fixed-i…

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