Mar 20 • 14M

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

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Appears in this episode

Barry C. Knapp
Macroeconomic and public policy strategy

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



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