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Bond market inflation gauge set to ‘cross the Rubicon’ – The Australian Financial Review

The so-called five-year, five-year forward breakeven inflation rate, is close to a level it hasn’t consistently held above for…

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Consumer inflation expectations have now clearly moved out of the low inflation regime and the 5-year, 5-year forward is knocking again at the 250 basis points door, the Deutsche team wrote. There is enough evidence for breakevens to finally cross that…

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