Saltar al contenido principal
Saltar al contenido principal
CoreMacro Strategy Report

If You Can't Raise r-Star, Use The Death Star To Boost i-Star

Publicado en

The neutral real rate of interest, r*, is likely to remain depressed for the foreseeable future. The Fed is likely to take additional incremental measures to boost long-term inflation expectations, including allowing inflation to overshoot its 2% target more frequently. This should be enough to keep long-term Treasury yields on a gradual upward trajectory.

Investigación BCA | CoreMacro

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

Mantente conectado con BCA

Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.

The BCA Way

Our Philosophy, Your Edge

Discover More