Sep 12 • 10M

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

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Macroeconomic and public policy strategy
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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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