Economic Perspectives on Monetary Policy, Interest Rates, and Portfolio Returns [Premium Subscribers]
Weekly updates on the innovation economy and market commentary.
Introduction
Via a macroeconomic perspective with the use of supply and demand curves, today’s newsletter focuses on the impact of interest rates and monetary policy on portfolio returns and investor positioning.
Bond Prices
Key Insights:
As money supply rapidly increases, interest rates decrease due to increased demand for buying bonds from central banks v…