Matus Projects US Real GDP Growth at 3%

The transcript discusses potential real GDP growth, predicting it could be closer to 3% in the next decade. It also covers the interest rate cycle, suggesting a possible end to rate hikes and a future low point with a 'three handle.' The yield curve's current shape is analyzed, with surprise expressed at its reflection of a soft landing scenario, implying the Fed may maintain a 5%+ rate.

What is the predicted potential real GDP growth rate for the next decade?

• 3%

• 2.5%

• 3.5%

• 2%

What is the speaker's view on the lowest point for the next rate cycle?

• Below 2%

• Around 2.5%

• A 'three handle'

• Back to 0%

What does the speaker find surprising about the current yield curve?

• Its shape given the soft landing expectation

• Its flatness

• Its steepness

• Its alignment with the Fed's actions

What does a 'soft landing' imply for the Fed's actions?

• The Fed will maintain a higher rate

• The Fed will increase rates significantly

• The Fed will reverse course

• The Fed will cut rates to 0%

What is the expected fed funds rate in a soft landing scenario?

• Exactly 5%

• 5% or higher

• Below 3%

• Around 4%