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REDDIT

Treasuries to 1990s levels

D
Oct 1, 2026 · 00:51

Simple prediction, treasury rates and inflation are going back to the levels they were in the 90s. This means inflation around 3.2% (the historic norm). Ten year between 6.5 and 7.2%. This is probably the historic norm, though the data there is more questionable.

My prediction rapid normalization as a twenty year bond bubble.

GDP growth probably returns to historic norm of 3.2% but may be slightly higher than 4% for a decade or two.

At some point the dread word “wages” enters the chat and the cost of living problem becomes a wages problem.