In a recent CNBC interview, BWC Member Alexis Crow discusses U.S. Treasury yields, the Federal Reserve’s September outlook, and the rising cost of servicing U.S. government debt. She questioned who will continue buying U.S. debt as borrowing needs grow and noted that persistent inflation could lead to greater rotation toward real assets, private markets, and real estate as potential hedges. She also highlighted increasing housing and rental costs as key factors shaping the inflation outlook and the Fed’s policy decisions.

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All views expressed by members are their own and do not necessarily reflect the views of the Bretton Woods Committee.