Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Audio: Blink 2022
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Audio: Blink 2022

Markets reject forward guidance, house prices and rents fall, Fiscal Theory of Inflation, Deglobalization and Capitulation Update
Barry C. Knapp
Oct 03, 2022
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This audio recap focuses on our October 1 note, Blink 2022

Figure 2: Breakeven inflation is falling sharply, 5-year TIPS were 61bp lower in September, 10s contracted 42bp. The University of Michigan 5-10-Year inflation survey was revised to 2.7% from 2.8% in the preliminary September survey. The peak of 3.1% in June was a catalyst for the Fed’s last-minu…

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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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