Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Itching to Ease
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Itching to Ease

Two Fed Puts, The Financial (In)Stability Rate, The Third Mandate, Growth Scare Mixed Outlook, Stick to the Tech, Industrials, Energy and Short Duration Script
Barry C. Knapp
Mar 25, 2024
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This audio summarizes our note dated March 23, Itching to Ease

Figure 3: Small banks need lower deposit rates and a normalized (upper sloping yield curve) to earn their way out of all the fixed rate assets they accumulated when the policy rate was at or near the zero lower bound.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics L…

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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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