HomeNewsOpinionSwaps predict inflation when all else comes up short

Swaps predict inflation when all else comes up short

Derivatives tied to the bond market have proved prescient in determining the path of consumer prices in contrast to the apocalyptic scenarios pushed by economists

July 10, 2023 / 16:15 IST
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inflation swaps
The market for inflation swaps succeeded in divining the path for consumer prices with an accuracy rate eluding any commentator. (Source: Bloomberg)

A year ago this week, the US government told us that inflation as measured by the Consumer Price Index soared to 9.06 percent in June 2022 from a year earlier, the highest reading since 1981. The report sparked a crescendo of commentary around the idea that inflation was so hot, nothing less than a recession that throws  millions of Americans out of a job would get it under control. Comparisons with the runaway wage-price spiral of the 1970s were ubiquitous.

It all sounded plausible if not for an inconvenient fact: one small part of the $30 trillion market for US government securities -- the daily reference of global investor preferences -- wasn't having any of it. Here, the incessant chatter that the Federal Reserve was “behind the curve” fell on deaf ears. Today, there isn't any doubt about who was ahead of the crowd. This week the government is forecast to say the inflation rate fell to 3 percent in June, according to data compiled by Bloomberg, something the bond market predicted a year ago.

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What the bond market -- or more precisely derivatives -- showed is that the most diverse group of buyers and sellers staked their reputations and fortunes on the conviction that inflation would accelerate for two years due to the COVID-19 pandemic's world-wide lockdown before abating precipitously during the ensuing eight years. The evidence is that in the past 12 months, the market for inflation swaps succeeded in divining the path for consumer prices with an accuracy rate eluding any commentator, accurately anticipating CPI to the nearest decimal in contrast with the consensus of economists and the critics of Fed Chair Jerome Powell and President Joe Biden.

Investors hedging against rising prices traditionally turned to Treasury Inflation-Protected Securities, or TIPS, which lack the month-to-month timeliness of the inflation swaps. These derivatives enable one party to pay a fixed rate on a notional amount in return for a floating rate tied to an inflation gauge such as the CPI. For example, if one party expects consumer prices to rise at least 2.7 percent over the next 12 months but another thinks the most they will rise is 2.7 percent, they'd enter into a swaps contract with a notional amount of $1,000. The first party pays the second party $1,027 a year from now regardless of what happens to prices but gets $1,040 from the second party if CPI turns out to be, say, 4 percent. Inflation swap transactions are reported to the Depository Trust & Clearing Corp, a provider of clearing and settlement services to financial markets.