Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Audio: Sufficiently Restrictive
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Audio: Sufficiently Restrictive

The Fed is missing another turning point, it's about growth, not inflation
Barry C. Knapp
Dec 19, 2022
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This audio recap focuses on our December 17 note, Sufficiently Restrictive

Figure 2: The inflation theme is no longer driving rates or equities, only central banks who fell badly behind the curve in ā€˜21 remain focused on inflation. The 2s10s real rate (TIPS) and nominal rate curves are at -73bp and -77bp respectively while the breakeven curve is at 1bp uā€¦

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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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