Share this postLandings & Rebalancingironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'Landings & Rebalancing0:00-14:07Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenLandings & RebalancingSlowing labor income, Fed preview, QT, M2, capex, industrial margins and earningsBarry C. KnappJan 30, 2023∙ PaidShare this postLandings & Rebalancingironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherShareThis audio summarizes our January 28 note, Landings & RebalancingFigure 4: The Fed is content with an ample bank reserves regime, but this is excessive. The agency MBS portfolio has contracted by $306 billion to $2.62 trillion. The majority of coupons on the Fed’s agency MBS portfolio are 2 and 2.5%. What a long, strange trip it’s been (going to be).Bar…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