Don't Fight the 2s

Ironsides Macroeconomics 'It's Never Different This Time'

Don't Fight the 2s

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Don't Fight the 2s

Fed fighting the 2s, 3-month macro rule, disinflation, banks on track for a face ripping rally

Barry C. Knapp

Jan 17, 2023

∙ Paid

This audio summarizes our January 14 note, Don't Fight the 2s

*Figure 2: Average hourly earnings for the sectors with the most ‘excess demand’, 55% of the JOLTS openings less hiring gap, are plunging.*

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/

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