Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Country Focus

Omicron Poses An Upside Risk To Inflation

The emergence of the omicron variant has prompted financial markets to dial back Fed rate hike expectations. Similarly, TIPS breakeven inflation rates fell on Friday. However, our bias is that the omicron variant poses an upside risk to inflation and…

Interested in reading the full Daily Insight?

Read the full insight with instant access.

BCA Research | Daily Insights

Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More