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24min chapter
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Forward Guidance
The Impact of Rising Interest Rates on Different Sectors
This chapter explores the effects of increasing interest rates on various sectors of the economy, with a focus on housing and corporate sectors. It discusses the transmission lags in the housing market and the potential benefits and drawbacks of higher rates. The chapter also touches on disposable income, the U.S. budget, and the potential downside risk to economic growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode