Overly Restrictive

Ironsides Macroeconomics 'It's Never Different This Time'

Overly Restrictive

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Overly Restrictive

Macro pru and the last war, Europe's profitability problem, the data doesn't justify 50 even if, what if the Fed doesn't read the room

Barry C. Knapp

Mar 20, 2023

∙ Paid

This audio summarizes our March 18 note, Overly Restrictive

*Figure 4: The only component of inflation not cooling is shelter, this is due to poorly constructed measures.*

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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