In a recent note, Macquarie analysts explored the volatile landscape of interest rate expectations and its implications for equity investors amid the market volatility.
However, Macquarie notes that the Fed's position has oscillated dramatically, leading to confusion among economists and investors. This rapid shift from dovish to hawkish and back again underscores the heightened unpredictability of neutral rates. Macquarie concludes that while central banks will remain backward-looking due to a lack of confidence in their models, long-term equity investors can largely ignore the noise.
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