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
Barry C. Knapp
Oct 14, 2024
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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

https://www.linkedin.com/in/barry-c-knapp/

@barrykna…

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
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