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Bund Dot Com

Secular bond bear market, election year uncertainty and capex, September was a bigger employment outlier than October FOMC focus on QT, fade the Trump Trade
Barry C. Knapp
Nov 04, 2024
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This is an audio summary of our November 2 note, Bund Dot Com

Figure 6: Even before this month, employment growth was slowing sharply.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

@barryknapp

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Ironsides Macroeconomics 'It's Never Different This Time'
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Barry C. Knapp
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