neutral rate
Discussion focused on why estimates of the US neutral rate vary widely. Viktor Shvets said real neutral rates could be near zero or around 1.5% or higher, depending on whether recent inflationary forces are treated as transient and how risks outside the economic system are assessed 2. Max Wiethe said a higher neutral rate than previously expected may already be priced in, while Warren Pies argued the September Fed meeting was a coin flip and favoured reducing equity risk 1.
Where the voices land
Nobody took a position in august 2026.
Mentions
2 in August 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 1 mention
- Jack Farley 1 mention
- Warren Pies 1 mention
- Erik Townsend 1 mention
- Viktor Shvets 1 mention
- Patrick Ceresna 1 mention
See what your own voices say about neutral rate, every morning.
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