Fiscal, Monetary & Exchange Rate Policies in the '60s are back
When doves cry, inflation correlation implies policy causation, consensus peak margins
Audio Summary: Abby NormalListen now (14 min) | Today’s audio recap focuses on our January 8 note, Abby Normal Here is the link to the Ironsides Macroeconomics LLC YouTube…
A real rate shock, past NAIRU, Abby Normal monetary policy, China's problems are building not receding
Very little slack and increasing dynamism imply faster wage growth
Audio: Just in CaseListen now (10 min) | Supply chain restructuring, capex, earnings and a brief macro preview
Supply chain restructuring, capex, earnings and a brief macro preview
Omicron, Build Back Better and Fed Sequencing
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Ironsides Macroeconomics 'It's Never Different This Time'