Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Podcast: 2Q21 Outlook: Room to Run

Podcast: 2Q21 Outlook: Room to Run

Rising inflation compensation, tailwinds at max velocity and sector allocation

Today’s podcast focuses on our March 12th note, 2Q21 Outlook: Room to Run.

Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast.

Figure 1: The mix matters; unlike 2018 when the Fed had their balance contraction on auto-pilot, both inflation breakevens and real rates are rising underscoring the market’s expectation that $5.3 trillion of deficit financed government spending will increase the government’s debt service costs and increase inflation.

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Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC



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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