Phoebe White

Join Phoebe White, Head of US Inflation Strategy at J.P. Morgan, as she delves into the latest US inflation data and the future of inflation markets. She discusses the impact of government shutdowns on CPI and offers her projections, including a core CPI forecast of 3.7% for H1 2026. Phoebe also examines the dynamics behind US breakeven strength while addressing concerns over goods inflation and Fed independence. Alongside European Rates strategist Frida Infante, they tackle the ongoing Euro area disinflation and its implications.