By Bilal Hafeez 26-11-2020
In: post | Newsletter

Why Food Inflation Matters For Breakevens

(1 min read)
Resize text:

(1) Guess What’s Coming to Dinner? Inflation! 
(2 min read)
John Butler argues that this year’s unusually synchronized spike in grain prices, alongside higher energy prices, will push up headline inflation in 2021. Breakevens look set to move higher. 

(John Butler│ 26th November, 2020)



(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)



For access to our Slack Chat Room, where we discuss all things markets with our researchers and subscribers



Inflation! What Inflation? (1 min read)

By Bilal Hafeez | Jan 11, 2021
Summary China has increased fiscal deficits, credit,…

Three Reasons for Optimism on Global Growth (2 min read)

By Caroline Grady | Jan 08, 2021
Summary Fresh COVID restrictions leave downside risks…

Which Jobs Will AI Take Over? (5 min read)

By Sam van de Schootbrugge | Jan 06, 2021
Summary A new NBER working paper reveals…

Want To Join Our Community Of Leading Investors And Researchers In Our Slack Chat Room?