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Weijian's article provides some insight to why for long term investors, rate forecasting is applicable.
Reproduced below " All things being equal, stocks are worth more when U.S. Treasuries yield 2% than when they yield 5%. In the first case, a slow-growing company that trades at 25 times earnings is acceptably priced. In the second, it is not."
If you are into investing in dividend stocks, one might think the above dosent hold true. But if the dividend company has leverage, a higher rates means a higher interest expense; in turn affecting earnings and dividends.
So I do feel long term investors care about rate forecasting
Reproduced below " All things being equal, stocks are worth more when U.S. Treasuries yield 2% than when they yield 5%. In the first case, a slow-growing company that trades at 25 times earnings is acceptably priced. In the second, it is not."
If you are into investing in dividend stocks, one might think the above dosent hold true. But if the dividend company has leverage, a higher rates means a higher interest expense; in turn affecting earnings and dividends.
So I do feel long term investors care about rate forecasting