Share this postCopy linkFacebookEmailNotesMoreIronsides Macroeconomics 'It's Never Different This Time'2025 Themes: The Bill Comes Due0:00Current time: 0:00 / Total time: -13:41-13:41Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listen2025 Themes: The Bill Comes DueThe bill comes due for the FOMC bond buying and fiscal spending boomBarry C. KnappDec 23, 2024∙ PaidShare this postCopy linkFacebookEmailNotesMoreShareThis video summarizes our December 21 note, 2025 Themes: The Bill Comes DueFigure 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…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inIronsides Macroeconomics 'It's Never Different This Time'Macroeconomic and public policy strategyMacroeconomic and public policy strategySubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeBarry C. KnappRecent EpisodesNothing Works Without Spending CutsJan 27 • Barry C. KnappTurning the PageJan 21 • Barry C. KnappChoose Your BattlesJan 13 • Barry C. KnappBeware January ReversalsJan 6 • Barry C. Knapp2024 In Review: QuadrilemmaDec 30, 2024 • Barry C. KnappThe Trump Treasuries TradeDec 16, 2024 • Barry C. Knapp2025 Outlook: Targeting a TrifectaDec 9, 2024 • Barry C. Knapp