Necessary and Sufficient - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Necessary and Sufficient

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Necessary and Sufficient

Cooperative data triggers a risk on rally, disinflation resumes, FOMC participants are unimpressed, how to close the market and Fed policy forecast gap.

Nov 20, 2023

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This audio summarizes our November 11 note, Necessary and Sufficient

Figure 2: Since the June CPI report, the last report the Fed had seen when they last hiked the policy rate in July, headline inflation and ex-shelter inflation are higher. The improvement in core CPI is attributable to a second wave of imported goods deflation, the expected flow through…

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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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