Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Return of the Bond Vigilantes
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Return of the Bond Vigilantes

Resetting '25 Rate Cut Expectations, Political Calculus, Disinflation Deceleration, TCJA Research

This is an audio summary of our October 12 note, Return of the Bond Vigilantes

Figure 6: Inflation volatility feel sharply from the second peak last October, but it appears to be bottoming.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

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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