Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Get on With It
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Get on With It

100bp of cuts coming soon, solid as quicksand labor market, the Fed finances the Treasury, inflation preview, leaning into rate cuts in equities and fixed income

This is an audio summary of our September 6 note, Get on With It

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/

@barryknapp

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