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Daily Archives: October 18, 2023
Boom Times Ahead? Not Sure I Believe It. But That’s a Simple(st) Economic Explanation for Current Yield Numbers.
So we have strong GDP growth, rising real rates, and falling inflation. What is the SIMPLEST explanation for that? High real rates = “strong expected demand for financing” = “strong expected economic growth (driving demand for capital, labor, etc…).” I’m … Continue reading
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Comments Off on Boom Times Ahead? Not Sure I Believe It. But That’s a Simple(st) Economic Explanation for Current Yield Numbers.