Share this postAudio: The End of Rate Suppressionironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'Audio: The End of Rate Suppression0:00-9:42Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenAudio: The End of Rate SuppressionCredit spreads imply low recession risk, extreme sentiment, 2023 rate cuts less likely, a structurally lower equity risk premiumBarry C. KnappSep 12, 2022∙ Paid1Share this postAudio: The End of Rate Suppressionironsidesmacro.substack.comCopy linkFacebookEmailNoteOther1ShareThis audio recap focuses on our September 6 note, The End of Rate SuppressionFigure 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. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhtt…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 EpisodesUnhealthy Broadening OutApr 22 • Barry C. KnappMacro Regime ChangeApr 15 • Barry C. KnappHigher and SteeperApr 8 • Barry C. KnappFiscal on FireApr 1 • Barry C. KnappItching to EaseMar 25 • Barry C. KnappStag WeekMar 18 • Barry C. KnappQuadrilemma Back on TrackMar 11 • Barry C. KnappLabor Market ConundrumsMar 4 • Barry C. Knapp