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The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

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

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'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp