Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Audio: The Bursting Bond Bubble
0:00
-15:58

Paid episode

The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

Audio: The Bursting Bond Bubble

Correlation fever, the government bond bubble, shackling central banks, recession fake news, earnings risk fully discounted
Barry C. Knapp
Oct 24, 2022
∙ Paid
Share

This audio recap focuses on our October 22 note, The Bursting Bond Bubble

Figure 3: We last showed this curve in April when a deep inversion of the breakeven inflation curve was the driver of an inversion of the nominal 2s10s Treasury curve. Now the curve and rates are being driven by monetary policy. In other words, it isn’t inflation driving Treasury y…

This post is for paid subscribers

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
Listen on
Substack App
Spotify
RSS Feed
Appears in episode
Barry C. Knapp
Recent Episodes
No Stag, Just Flation
 • Barry C. Knapp
Unhealthy Broadening Out
 • Barry C. Knapp
Macro Regime Change
 • Barry C. Knapp
Higher and Steeper
 • Barry C. Knapp
Fiscal on Fire
 • Barry C. Knapp
Itching to Ease
 • Barry C. Knapp
Stag Week
 • Barry C. Knapp
Quadrilemma Back on Track
 • Barry C. Knapp