Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Audio: The End of Rate Suppression
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Audio: The End of Rate Suppression

Credit spreads imply low recession risk, extreme sentiment, 2023 rate cuts less likely, a structurally lower equity risk premium
Barry C. Knapp's avatar
Barry C. Knapp
Sep 12, 2022
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This audio recap focuses on our September 6 note, The End of Rate Suppression

Figure 4: Fed communication has raised the expected 2023/24 policy rate since the July meeting, however the peak for the terminal rate was at the June meeting.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

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