Why are real rates so high?
UBS Global Research Pod Hub
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Understanding the Factors Driving High Real Rates
This chapter analyzes the supply and demand factors that are influencing the high real rates. It delves into the concerns regarding US budget deficits, market structural changes, and the effects of foreign buying, bank buying, and Federal Reserve quantitative tightening on yields. The speaker predicts the end of quantitative tightening by next year.
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Transcript
