This is really what it will come down to. Real interest rates are falling to 0. The fed can prop the markets up to guarantee any paper return or simply let pe

This is really what it will come down to. Real interest rates are falling to 0. The fed can prop the markets up to guarantee any paper return or simply let pensions etc go bust. At some point the economy will need to rebalance assets in order for interest rates to rise, but there is no preordained condition that requires this to occur.