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Itching to Ease
Two Fed Puts, The Financial (In)Stability Rate, The Third Mandate, Growth Scare Mixed Outlook, Stick to the Tech, Industrials, Energy and Short Duration…
Mar 25
•
Barry C. Knapp
14:27
1
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Itching to Ease
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Itching to Ease
Two Fed Puts, The Financial (In)Stability Rate, The Third Mandate, Growth Scare Mixed Outlook, Stick to the Tech, Industrials, Energy and Short Duration…
Mar 23
•
Barry C. Knapp
7
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Itching to Ease
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Stag Week
Weak consumption, price stability at a higher rate of inflation, FOMC preview, QT, China still uninvestable, keep your powder dry
Mar 18
•
Barry C. Knapp
13:28
6
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Stag Week
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Stag Week
Weak consumption, price stability at a higher rate of inflation, FOMC preview, QT, China still uninvestable, keep your powder dry
Mar 16
•
Barry C. Knapp
6
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Stag Week
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Quadrilemma Back on Track
Labor Supply Recovers, Churn Falls Further, Disrupting the Stock Market Boom, Broad, Material Bank Change Proposal Changes, Financial Conditions…
Mar 11
•
Barry C. Knapp
14:11
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Quadrilemma Back on Track
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Quadrilemma Back on Track
Labor Supply Recovers, Churn Falls Further, Disrupting the Stock Market Boom, Broad, Material Bank Change Proposal Changes, Financial Conditions…
Mar 9
•
Barry C. Knapp
2
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Quadrilemma Back on Track
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Labor Market Conundrums
Bank Capital, QT & Bills Only Policy, Quadrilemma Turning Point, Inflation Outlook, The Earnings Recovery, Manufacturing Renaissance
Mar 4
•
Barry C. Knapp
14:29
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Labor Market Conundrums
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Labor Market Conundrums
Bank Capital, QT & Bills Only Policy, Quadrilemma Turning Point, Inflation Outlook, The Earnings Recovery, Manufacturing Renaissance
Mar 2
•
Barry C. Knapp
5
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Labor Market Conundrums
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February 2024
Is This Time Different?
Tech Boom/Bond Bust, Elements of '67, '80, '95 and '98, What to Watch, More Optimal Portfolio Process Enhancements
Feb 26
•
Barry C. Knapp
13:31
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Is This Time Different?
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Is This Time Different?
Tech Boom/Bond Bust, Elements of '67, '80, '95 and '98, What to Watch, More Optimal Portfolio Process Enhancements
Feb 24
•
Barry C. Knapp
6
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Is This Time Different?
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Expectations Convergence
Convergence of Policy Path Expectations, Bills Only Policy, Narrower Disinflation, The Phillips Curve Comeback
Feb 20
•
Barry C. Knapp
12:42
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Expectations Convergence
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Expectations Convergence
Convergence of Policy Path Expectations, Bills Only Policy, Narrower Disinflation, The Phillips Curve Comeback
Feb 17
•
Barry C. Knapp
5
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Expectations Convergence
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