Sep 19 • 13M

Audio: Inflation is a Fiscal Phenomenon

Twin peaks reviewed, pandemic policy inflation, QT effects: banks and bonds

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Macroeconomic and public policy strategy

This audio recap focuses on our September 17 note, Inflation is a Fiscal Phenomenon

Figure 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. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC



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