Overly Restrictive Rate Policy

Ironsides Macroeconomics 'It's Never Different This Time'

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Overly Restrictive Rate Policy

The Fed's policy mistake, inflation week preview, the risk of a double-dip earnings recession, too early for the growth scare to end

Barry C. Knapp

Aug 12, 2024

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This is an audio summary of our August 10 note, Overly Restrictive Policy

*Figure 7: The spread between the establishment and household survey continues to grow. The establishment survey is the outlier.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-kna…

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