2% Real Yield Covers GDP in the Long Run

You are optimistic they can salvage their relationship with Western banks to stay at financial capital. If you're building a portfolio from scratch, 2% real yield covers GDP in the longer run. We don't know where inflation is. It seems to be a good place to start building a portfolio with a real yield close to two. Do you see 10-year yields at 4.3% in the US, is a screaming buy, load up because we are not going to see yields like this again?