Share this postGDI Double Dipironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'GDI Double Dip0:00-12:37Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenGDI Double DipToxic bank policy, crunch time for Fed policy, a GDI double dip, credit supply and capital investmentBarry C. KnappJun 26, 2023∙ PaidShare this postGDI Double Dipironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherShareThis audio summarizes our June 24 note, GDI Double DipFigure 6: As the energy sector laps the price spike from a year ago, revisions will likely turn higher, and the stocks will regain momentum. Financial revisions are plunging, but could bottom if policymakers don’t drive the sector, and the economy, off a cliff.Barry C. KnappManaging PartnerDirector o…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