Fiscal, Monetary & Exchange Rate Policies in the '60s are back
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Audio: IncredibilityListen now (13 min) | Fiscal stagflation, currency chaos, the Sahm Rule and who will buy the bonds
Fiscal stagflation, currency chaos, the Sahm Rule and who will buy the bonds
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Audio: Inflation is a Fiscal PhenomenonListen now (13 min) | Twin peaks reviewed, pandemic policy inflation, QT effects: banks and bonds
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Twin peaks reviewed, pandemic policy inflation, QT effects: banks and bonds
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Audio: The End of Rate SuppressionListen now (10 min) | Credit spreads imply low recession risk, extreme sentiment, 2023 rate cuts less likely, a structurally lower equity risk premium
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Credit spreads imply low recession risk, extreme sentiment, 2023 rate cuts less likely, a structurally lower equity risk premium
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Audio: Until They Break SomethingListen now (13 min) | The Fed tail risk is getting fatter, the data does not justify 75bp in September
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Richard Excell
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Ironsides Macroeconomics 'It's Never Different This Time'