Tariffs: the return of “transitory” inflation?
One-year inflation swap rate
1-year, 1 year forward inflation rate
2-year, 1-year forward inflation rate
3
Nov
10
17
24
1
Dec
8
15
22
29
5
Jan
12
19
26
2
Feb
9
16
23
2
Mar
9
16
23
30
2.4
2.6
2.8
3.0
3.2
3.4
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