Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
No Stag, Just Flation
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No Stag, Just Flation

It's not all about Growth, Struggling with Treasury Supply, Above Potential Aggregate Demand, Capex Boom, Tech Earnings Blowout, Will the Chaos Hit the Fan

This audio summarizes our note dated April 27, No Stag, Just Flation

Figure 2: The belly of the curve has borne the brunt of the selling since March CPI.

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'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp