Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
2025 Themes: The Bill Comes Due
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2025 Themes: The Bill Comes Due

The bill comes due for the FOMC bond buying and fiscal spending boom
Barry C. Knapp
Dec 23, 2024
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This video summarizes our December 21 note, 2025 Themes: The Bill Comes Due

Figure 2: The 30-year real rate (TIPS yield), the part of the curve least impacted by the Fed’s rate policy and balance sheet holdings primarily in the belly of the curve, and most impacted by supply, spiked higher to a new post-financial crisis high following the December FOMC m…

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
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Barry C. Knapp
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