Share this postDon't Fight the 2sironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'Don't Fight the 2s0:00-12:13Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenDon't Fight the 2sFed fighting the 2s, 3-month macro rule, disinflation, banks on track for a face ripping rallyBarry C. KnappJan 17, 2023∙ PaidShare this postDon't Fight the 2sironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherShareThis audio summarizes our January 14 note, Don't Fight the 2sFigure 2: Average hourly earnings for the sectors with the most ‘excess demand’, 55% of the JOLTS openings less hiring gap, are plunging.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inIronsides Macroeconomics 'It's Never Different This Time'Macroeconomic and public policy strategyMacroeconomic and public policy strategySubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeBarry C. KnappRecent EpisodesUnhealthy Broadening OutApr 22 • Barry C. KnappMacro Regime ChangeApr 15 • Barry C. KnappHigher and SteeperApr 8 • Barry C. KnappFiscal on FireApr 1 • Barry C. KnappItching to EaseMar 25 • Barry C. KnappStag WeekMar 18 • Barry C. KnappQuadrilemma Back on TrackMar 11 • Barry C. KnappLabor Market ConundrumsMar 4 • Barry C. Knapp