bullish

When Rising Real Rates Are Not Dovish

Phil has highlighted this Insight as a Top Pick
388 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.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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