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.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in september 2026.
Mentions
6 in September 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 3 mentions
- Jack Farley 1 mention
- Joseph Wang 1 mention
- Vincent Deluard 1 mention
- Eric Wallerstein 1 mention
- Axel Merk 1 mention
- David Lin 1 mention
- Quinn Thompson 1 mention
See what your own voices say about neutral rate, every morning.
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