Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Long Policy Lags
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Long Policy Lags

Recalibration or Recession, Long and Variable Lags, Policy Efficacy, 3 E's Outlook Remains Negative
Barry C. Knapp
Sep 23, 2024
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This is an audio summary of our September 22 note, Long Policy Lags

Figure 3: The gray area is the spread between duration of the investment grade and high yield indices. This illustrates how the Fed’s balance sheet advantaged large corporations and households that owned assets.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

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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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