Archive - Ironsides Macroeconomics 'It's Never Different This Time'

New Top Discussion

Policy slows the run on capital markets and analysis of equity market downside risk

Mar 28, 2020

We are in recession, look to 1980 for guidance

Mar 21, 2020

Less liquidity, 60/40 model meltdown, The Fed's inflation process, more investment, nibbling at EM equities, stick with reflation sectors

Mar 26

Peak inflation, hawkishness & bearish sentiment

Jul 2

Inflation Politics, QT is not the same as QE, liquidity vs duration, CPI details

Jun 11

Upside down growth, goods supply curve shift, Treasury already did QT, cyclicals ready to rip

May 28

Fiscal, Monetary & Exchange Rate Policies in the '60s are back

Jun 1, 2021

QT, Mortgages Matter, Treasuries Don't, Not as Hawkish as '94, Housing, The Value Factor and Earnings Season

Apr 9

Policy remains accommodative, balance sheet in the background, growth is slowing but not slow

Jun 15

My First-Hand Account

Sep 10, 2021

Correction likely over, policy inflexibility, GDP gaps, S&P margins and capex

Jan 29

A blowout employment report, Republican success everywhere except the top of the ticket, TCJA is likely to survive and the '21 capex outlook.

Nov 7, 2020

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