AI Disruption and Monetary Policy

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AI Disruption and Monetary Policy

The Gang of Four Money Marketeers has the outlook all wrong; the front end is sending a clear signal rate policy is restrictive.

Barry C. Knapp

Feb 17, 2026

∙ Paid

This is a video summary of our February 13 note, AI Disruption and Monetary Policy

*Figure 3: The inverted 3m2y curve is a clear signal the Fed policy rate setting is restrictive, a setting the Gang of Four should recognize.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linke…

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