Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Choose Your Battles
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Choose Your Battles

Risk-off, the Fed picks a political fight, disinflation is likely to resume, seasonally adjusted labor data extends the pause, earnings season and Senate hearings begin
Barry C. Knapp
Jan 13, 2025
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This is an audio summary of our January 11 note, Choose Your Battles

Figure 2: The 5sBonds curve represents the point on the yield curve most impacted by the Fed’s balance sheet (5s) and the least (30s). The curve is far from normal.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https:/…

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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
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