What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which forces bear watching when it comes to the direction of rates in coming years.
0:00 – Introduction to the Great Rate Debate
2:15 – The rate cycle: structural vs cyclical forces
5:15 – Labor markets, inflation, and fiscal backdrop
9:00 – Foreign flows and demand for US assets
12:20 – Implications of AI
17:00 – Which matters more: productivity boost or debt reduction?
20:20 – Investor takeaways and insights for allocators
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