Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Clean Up on the Treasury Desk
0:00
-10:45

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Clean Up on the Treasury Desk

Higher real rates, but far from a crisis. The House made 1BBBA marginally better, but spending is still too high. The Fed is behind the curve, asset allocation changes.
Barry C. Knapp's avatar
Barry C. Knapp
May 27, 2025
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This is an audio summary of our May 24 note, Clean Up on the Treasury Desk

Figure 4: The size of the debt stock relative to household financial assets and total assets hasn’t changed much since the financial crisis. There is plenty of potential demand, at the right price.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-82…

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