Confidence Men (Committee) - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Confidence Men (Committee)

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Confidence Men (Committee)

The Not Confident FOMC, More Coupons, Fewer Bills, More QT, Fewer Workers, Big Tech Boom, Global Trade Recovery

Feb 05, 2024

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This audio summarizes our note dated February 3, Confidence Men (Committee)

Figure 4: The Fed’s view that supply chains and labor force participation ‘healed’ in ‘23 is not consistent with a smaller labor force and less participation over the last 6 months. The data could be distorted, but it’s all we got other than the deceleration in the 4Q23 ECI.

Barry…

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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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