Bond market pricing in 2021 (10-year at 1.5% when nominal GDP growth was 10%) was incorrect; if bond market were tracking nominal GDP growth correctly, yields should have been higher; this shows bond market was 'abysmal' at capturing growth dynamics.

factualpending

Speaker

Neil Dutta

Evidence Quote

in 2021 the 10 year was at like one and a half percent and nomal so the bond market is the truth forecasting nominal GDP which was you know at 10%

Source

Why The 2023 Recession Never Happened | Neil DuttaForward Guidance
Created: 8/12/2026, 6:02:32 PM

My Notes

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