Fiscal, Monetary & Exchange Rate Policies in the '60s are back
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Audio: 2H22 Outlook: Mostly, They Made it WorseListen now (9 min) | Peak inflation, hawkishness & bearish sentiment
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Peak inflation, hawkishness & bearish sentiment
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Audio: Real, Not Nominal, RecessionsListen now (13 min) | Markets solving problems, real, not nominal, recessions, indexation chaos
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Markets solving problems, real, not nominal, recessions, indexation chaos
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Audio: Markets Fix Problems Policymakers CreateListen now (11 min) | Central banks inflation illusions, disorderly unconventional policy unwinds, inflationary recessions and earnings
Central banks inflation illusions, disorderly unconventional policy unwinds, inflationary recessions and earnings
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Policy remains accommodative, balance sheet in the background, growth is slowing but not slow
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Ironsides Macroeconomics 'It's Never Different This Time'