Audio: Incredibility

Ironsides Macroeconomics 'It's Never Different This Time'

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Audio: Incredibility

Fiscal stagflation, currency chaos, the Sahm Rule and who will buy the bonds

Barry C. Knapp

Sep 26, 2022

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This audio recap focuses on our September 17 note, Incredibility

*Figure 5: Net revisions, the leading indicator for earnings estimates, increased during conference season. It seems unlikely this will be the quarter when the earnings shoe will drop.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesm…

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