Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
2024 Themes: The Debt Shadow
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2024 Themes: The Debt Shadow

The fiscal limit, petrodollar, demographics and productivity boom
Barry C. Knapp
Dec 18, 2023
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This audio summarizes our annual thematic note dated December 17 note, 2024 Themes: The Debt Shadow

Figure 3: As former Dallas Fed President put it during a recent CNBC appearance, Treasury has $7 trillion to refinance and $2 trillion of new supply in 2024 at significantly higher rates.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroecon…

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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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