The Insight: Conversations - Oaktree Conference 2024 Edition
The Memo by Howard Marks
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Impact of Declining Interest Rates and Future Economic Outlook
The chapter explores the significant effects of a 2000 basis point decrease in interest rates on the economy, including increased consumer demand, asset value appreciation, and lower default rates. It also discusses the implications of historically low interest rates over 13 years, potential risks associated with easy money policies, and the shift towards rising inflation and interest rates in 2021-2022, affecting economic growth and investor sentiments.
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