Audio: Until They Break Something - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Audio: Until They Break Something

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Audio: Until They Break Something

The Fed tail risk is getting fatter, the data does not justify 75bp in September

Sep 06, 2022

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This audio recap focuses on our September 6 note, Until They Break Something

Figure 4: Correlation works both ways, it was very high when the bubble was bursting, and even higher during the most aggressive monetary and fiscal policy in US history during 2021. It picked up the bottom in prices in 2011 when the market was clearing in non-recourse states th…

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Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy

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Barry C. Knapp

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