Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Fiscal on Fire
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Fiscal on Fire

The '95 analog revisited, fundamental earnings momentum, fiscal boom, the Fed's balance sheet and malinvestment, record low implied correlation
Barry C. Knapp
Apr 01, 2024
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This audio summarizes our note dated March 30, Fiscal on Fire

Figure 2: The curve is likely to disinvert, hopefully it is the benign way, due to the Fed cutting the policy rate back to 4% rather than another high velocity, supply driven bear steepening like August through October of ‘23.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeco…

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp
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