Share this postCopy linkFacebookEmailNotesMoreIronsides Macroeconomics 'It's Never Different This Time'Audio: Inflation is a Fiscal Phenomenon0:00Current time: 0:00 / Total time: -12:39-12:39Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenAudio: Inflation is a Fiscal PhenomenonTwin peaks reviewed, pandemic policy inflation, QT effects: banks and bondsBarry C. KnappSep 19, 2022∙ Paid2Share this postCopy linkFacebookEmailNotesMoreShareThis audio recap focuses on our September 17 note, Inflation is a Fiscal PhenomenonFigure 6: Import prices are falling sharply due to the strength of the dollar and clearing of supply chains as Chinese manufacturers adjust to the rolling Zero Covid policy.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@i…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 EpisodesTransitory PurgatoryJun 23 • Barry C. KnappDisinflation ResumptionJun 16 • Barry C. KnappFiscal Food FightJun 9 • Barry C. KnappThe Policy MosaicJun 2 • Barry C. KnappClean Up on the Treasury DeskMay 27 • Barry C. KnappTariff Inflation MythologyMay 19 • Barry C. KnappThe Battle over the BudgetMay 12 • Barry C. KnappCapex and ConfidenceMay 5 • Barry C. Knapp