Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Ripping off the Band-Aid
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Ripping off the Band-Aid

Strategic Policy Put, Tactically Short, Restructuring QT, Setback for Team Transitory, Curious Bull Steepening
Jan 17, 2024
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This audio summarizes our note dated January 13, Ripping off the Band-Aid

Figure 2: System open market operations (SOMA) treasury holdings have contracted by $1 trillion, agency mortgage-backed securities by considerably less, ~$300 billion.

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
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