14 Comments

Hey Alfonso - interesting thoughts! Can I ask which Bloomberg tickers you use to construct the "Observed real rates minus r-star" plot, please? Can't bring it up quite the same to play about with...thanks.

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Ehi Matt. I use GTII10 Govt for 10y US real yields and for r* just type ''Laubach Williams R Star'' in the BBG bar and you should find it. It's not updated since early 2020 I think, but in any case I also have my own prop model for r* that I use.

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Great - I appreciate the colour on this, thanks.

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Alfonso could u explain this part regarding tapering:

less policy accommodation = drop in inflation expectations and higher nominal rates required to own bonds

i understand that less policy accommodation results in a drop in inflation expectations. But why are higher nominal rates required to own bonds?

if there's a drop in inflation expectations, shouldn't investors require lower nominal rates to own bonds, considering that inflation will not erode the interest rate yield of bonds as much?

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Sure, Tom. When policy accommodation gets withdrawn, investors generally require a higher ''safety buffer'' to own long-term bonds - also known as term premium. Less policy accommodation also coincides with lower implied inflation expectations at a time when required term premium is higher, hence resulting in higher real rates (for the wrong reasons => drop in risk assets).

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I think you may want to differentiate between risk free bonds and risky bonds (corporate bonds). I can imagine investors will demand higher premium for holding risky bonds, but with less policy accommodation and lower growth, I would imagine demand for risk free bonds would soar, hence lower risk free nominal rates.

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Very good article and focus on a number too often overlooked! Well done, Alfonso!

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Yes, labor supply growth > participation rate > U6 > U3 in terms of hierarchy in my opinion. And we only hear about U3.

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Hi, Alf. I am enjoying your articles and learning a lot. Thank you for creating this substack. I am not a professional in your industry or banker. I am just a regular person who is trying hard to understand this stuff. I note that the St. Louis Fed suspended reporting on r*. I don’t know. Maybe they were looking down the road and decided that, if they ostensibly ignored r* for awhile, they would have plausible deniability in the future when the economy falls apart. Is there some other metric we could use since r* is no longer available? If this is something you discussed after you wrote this particular article, then I am sure I will come across it as I continue to read the rest of your articles. Best regards.

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Excellent presentation of what happens at the front stage and what stays hidden at the back stage. Helps long term allocation investing .

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Thanks, Ioannis. Stay tuned for the next piece where I'll talk more about asset allocation.

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I am thanking you Alfonso. Looking forward to read about asset allocation.

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Nice one, thanks for sharing!

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Thanks, Vic!

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