Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Global Stimulus Boom
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Global Stimulus Boom

Global Stimulus, China's Big Dig, Revisionism Revisited, GDI & Productivity, Putting Some Cash to Work Overseas
Barry C. Knapp
Sep 30, 2024
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This is an audio summary of our September 28 note, Global Stimulus Boom

Figure 3: Consumption and credit growth were drags on the US recovery from the end of the recession in mid-’09 through mid’14. Not coincidently, that was the point when the government debt ratio exceeded the household and financial sectors. The pace of deleveraging slowed, and consum…

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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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