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Latest Newsletter

Real Rates Will Be Negative… Until They Aren’t

On April 27th, I wrote a newsletter entitled, “What do Georgia and Sweden have in common?”1  Something about shutdowns (and to a lessor extent, masks) bothers me at a deeply intuitive level.  I am biased towards Sweden’s approach and am rooting for them to overcome covid in the hopes it leads to a more reasonable […]

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The Rate Guy Podcast

A slightly irreverent take on interest rate markets and the economy.

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