Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025

About this episode

Durham Abric discusses the US inflation outlook for the second half of 2025 and associated policy risks.

In this episode, Durham Abric, Head of US Inflation at Citadel Securities, shares his outlook on US inflation for the second half of 2025, the market's perception of inflation trends, and why tariff-related volatility has yet to be fully reflected in CPI numbers. He examines the Fed's current policy stance, the risks of policy missteps, and how housing market trends and immigration could influence inflation dynamics. Durham also highlights several factors that are shaping client sentiment and explains why long-duration TIPS may be undervalued in client portfolios. This episode was recorded on June 25, 2025.

People in this episode

Guest: Durham Abric

Topics covered

• inflation outlook
• policy risks
• housing market trends
• tariff-related volatility
• client sentiment
• TIPS

Keywords

• inflation
• policy risks
• CPI
• housing market
• TIPS
• tariffs
• immigration

Mentioned in this episode

Organizations: Citadel Securities, Fed

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