Hur förklarar man att den trettioåriga räntan går från 1,5 procent till 4,5 procent på fyra år?


Enligt etablerad ekonomisk teori är detta inte möjligt.

Ingen har nämligen ifrågasatt att FED kommer att sträva efter två procents inflation den kommande trettioårsperioden.

Så - om räntan ändå fluktuerar måste det i huvudsak bero på skillnader i förväntningar på realräntan. 

Men skulle den naturliga räntan kunna gå från noll procent till två procent på fyra år?

Det är en ännu så länge oförklarad gåta.

Mattias Lundbäck på Facebook 20 mars 2024


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