Fiscal Boom

Ironsides Macroeconomics 'It's Never Different This Time'

Fiscal Boom

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Fiscal Boom

March Cut Less Likely, Inflation as a Fiscal Limit, Unwinding Financial Repression, Retailer Disruption, Equal Weight S&P Relative Value

Barry C. Knapp

Jan 22, 2024

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This audio summarizes our note dated January 13, Fiscal Boom

*Figure 3: As the effects of financial repression faded, rates steadily increased through the ‘50s and early ‘60s, prior to the increase in the rate of inflation.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linked…

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