Report|29 Sep 2026

Macro Pulse U.S.: Higher Real Rates Have Yet to Crack U.S. Growth

The U.S. economy has maintained similar average real growth recently across two markedly different interest rate environments, suggesting that the strength of consumer and commercial activity depends on a much broader set of financial and economic conditions.

In the latest 3 Things in Credit, KBRA’s Chief Markets Strategist Van Hesser examines economic risks to the Federal Reserve’s renewed tightening bias, what higher rates are doing to growth, and whether another strong U.S. earnings season can keep supporting credit markets. Listen to Van Hesser’s insights on: Apple Podcasts | YouTube Music | Spotify…

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