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Särskilt gäller det bostäder, där lägre kapitalkostnader betyder att marknadspriserna drivs uppåt. Det handlar om miljardbelopp som företagen inom drygt ett år måste täcka med eget kapital. Är du en engagerad person som utstrålar glädje när du jobbar? And history shows this is not just a theoretical nicety. Suppose expected inflation falls to 2 per cent.

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De nya reglerna berör framför allt avtalspensionerna för tjänstemän, de som regleras av den så kallade ITP-planen.

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En sänkning betyder, enkelt uttryckt, att bolagens eget kapital minskar i värde. Some analysts have worried that the dip in forward real interest rates since last June may indicate that market participants have marked down their view of economic growth going forward, perhaps because of the rise in oil prices. För 20 år sedan inledde Ronald Reagan en våg av skattesänkningar i västvärlden. This is a sharp contrast with real rates only two years ago, when TIPS were offering a remarkable 3. Betala pensionspremier till försäkringsbolaget Alecta. Arun Motianey, author of the book "SuperCycles" and director Roubini's:

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