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 Dutta— Forward Guidance
Created: 8/12/2026, 6:02:32 PM

My Notes

Loading notes...