10-Year Breakeven Inflation
The market's expectation of average annual inflation over the next 10 years, derived from the difference between nominal and tips yields.
Market Impact
RISING / BULLISH
Signals inflationary pressure. Suggests a hawkish Fed policy path. Good for commodities, bad for growth stocks.
FALLING / BEARISH
Signals disinflationary trends. Allows for a more dovish Fed. Positive for bond prices and growth assets.
Context 2026
Monitors the stability of long-term inflation expectations. Vital for verifying if central banks have achieved a 'soft landing' in an AI-automated economy.
OmniMetric Relevance
High. Used to calculate real rates and assess the 'Inflation Regime' component of the score.