bullish

When Rising Real Rates Are Not Dovish

Phil has highlighted this Insight as a Top Pick
390 Views08 Dec 2023 03:05
​Rising real rates from disinflation won't excessively tighten monetary conditions. The income channel is more important than real rates. Policymakers should rely on data and wait longer to cut.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 10-minute read)
Discussions
(Paid Plans Only)
Logo
Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
x