Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
2024 Outlook: Put, Pause, Pivot
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2024 Outlook: Put, Pause, Pivot

The Fed's full employment mandates slips away, and equities struggle before the pivot
Barry C. Knapp
Dec 04, 2023
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This audio summarizes our December 2 note, 2024 Outlook: Put, Pause, Pivot

Figure 4: All yield curve inversions are not the same. The deep inversion in 2023 was a consequence of passive QT and aggressive rate hikes, an exceptionally suboptimal approach that was the antithesis of the pandemic easing strategy.

Barry C. Knapp

Managing Partner

Director of Resea…

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp
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