MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Macro Voices
Navigating Real Rates and Economic Predictions
The chapter explores the impact of real rates on the economy, discussing how negative real rates stimulate economic growth which could lead to inflation, but as the effect wanes, it might turn restrictive. The speaker delves into the relationship between interest rates, stock market performance, and the implications of real rates crossing the zero point. Additionally, they analyze historical trends in stock markets in relation to real interest rates and discuss the surprising weak performance despite negative real rates.
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