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The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
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For illustrative purposes only.
As of July 19, 2022
Source: Bloomberg and Alliance Bernstein (AB)
For illustrative purposes only.
As of May 31, 2022
Source: Bureau of Economic Analysis, US Dept. of Commerce and AB
Historical analysis does not guarantee future results.
Each line tracks the implied forward inflation rate based on average rates for one- to nine-year inflation swaps for the period shown. For example, 1yr/1yr is the one-year inflation rate expected one year ahead, 2yr/1yr is the one-year inflation rate expected two years ahead and so on.
As of July 19, 2022
Source: Bloomberg and AB
The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
Caglasu Altunkopru is Head of Macro Strategy in the Multi-Asset Solutions Group at AB. She was previously a sell-side analyst at AB, covering equity portfolio strategy for six years. Altunkopru joined the firm in 2005, covering the European Household and Personal Care sector, and her team was ranked among the top three in Institutional Investor and Extel surveys. Prior to joining AB, she worked as a management consultant with The Boston Consulting Group, Bain & Co. and McKinsey, serving clients in the consumer goods and financial services sectors. Altunkopru holds a BS in mathematics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Location: New York
The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
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