Iceberg Risk - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Iceberg Risk

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Iceberg Risk

Rising terminal rate, iceberg risk, disinflation in '23 intact, CBO's real risk, covering our tech short

Feb 20, 2023

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This audio summarizes our February 18 note, Iceberg Risk

Figure 8: Net revisions are not yet positive; however, the recovery is notable and likely marks a significant inflection point.

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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Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy

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Barry C. Knapp

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