Inflation and the inflation markets

About this episode

Mark Capleton discusses inflation and the inflation markets with guests, focusing on the outlook for inflation and its implications for central bank policy.

Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for inflation, where we diverge from the market, and implications for central bank policy and the rates curves. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America…

People in this episode

Host: Mark Capleton

Guests: Stephen Juneau, Alessandro Infelise-Zhou, Meghan Swiber

Topics covered

• inflation
• inflation markets
• central bank policy
• rates curves
• market outlook

Keywords

• inflation
• market outlook
• central bank
• rates curves
• financial trends

Mentioned in this episode

Organizations: Bank of America, BofA Global Research, BofA Securities

More episodes of Global Research Unlocked

• Signals & Noise: Why small & mid-caps are leading the 2026 market rally – and what’s next · June 11, 2026 · 7 min
• Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets · June 9, 2026 · 7 min
• Payroll call · June 8, 2026 · 20 min
• Rising airfares no match for a consumer going full throttle on experiences · June 4, 2026 · 17 min
• GLP-1s are shrinking some appetites; broader use poses a prickly challenge · June 3, 2026 · 25 min
• Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections · June 2, 2026 · 8 min