Jurrien Timmer: Real yields reach or exceed natural equilibrium, further increase could affect fiscal path

Jurrien Timmer: Real yields reach or exceed natural equilibrium, further increase could affect fiscal path
Real yields approach natural equilibrium mark

Jurrien Timmer shared a long-term chart comparing real yields to R-Star, real GDP growth, and potential real GDP growth. Timmer noted that real yields are currently at or above what might be considered a natural equilibrium, around 2 percent, and added that a further increase could put the fiscal path at risk.

Timmer has previously forecast that Bitcoin’s power law math could support a bull market with a $300,000 price target in 2029, according to a recent note. He also observed that the KOSPI index, which led gains earlier in the year, was holding at a critical neckline level in recent analysis. His market commentary often addresses key technical indicators and trends.

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