1) Overview 3
2) Strategy 4
3) Trade ideas & relative value recommendations 5
4) Inflation forecasts –carry, supply & relative value 6
Eurozone 6
France 8
UK 10
US 12
5) Economics & Strategy Chart books 14
Key inflation charts 14
Real yields 15
Break-even spreads 16
Inflation swaps 17
Cross-market spreads 18
Correlations, betas & CPI series 19
Inflation surprise indices 20