After reaching the highest levels since April 2011 last week, inflation expectations from the TIPS market have declined slightly but still remain on the higher end of readings seen during the last two years.
The Barclays 5-year/5-year forward breakeven inflation rate is currently at 2.86 percent, down about 7 basis points (bps) over the past week. But it remains about 40 bps higher than the average daily rate seen between January and August 2012—when expectations consistently fluctuated between 2.3 percent and 2.6 percent.
Additional detail:
- Note: The breakeven inflation rate is a measure of expected inflation derived from nominal Treasury securities and their "real" counterparts—inflation-protected TIPS securities.