Samim Ghamami on the Treasury Markets Impact on the Future Path of Interest Rates and Inflation
Macro Musings with David Beckworth
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Corporate Investment Strategies and Their Impact on Interest Rates
This chapter explores how changes in interest rates and inflation are impacting the investment and saving behaviors of the non-financial corporate sector. It examines the role of corporate profit concentration, management incentives, and labor demographics in shaping investment strategies, as well as the broader implications for national debt and government policies.
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