Share this postRipping off the Band-Aidironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'Ripping off the Band-Aid0:00-13:01Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenRipping off the Band-AidStrategic Policy Put, Tactically Short, Restructuring QT, Setback for Team Transitory, Curious Bull SteepeningJan 17, 2024∙ PaidShare this postRipping off the Band-Aidironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherShareThis audio summarizes our note dated January 13, Ripping off the Band-AidFigure 2: System open market operations (SOMA) treasury holdings have contracted by $1 trillion, agency mortgage-backed securities by considerably less, ~$300 billion.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inIronsides Macroeconomics 'It's Never Different This Time'Macroeconomic and public policy strategyMacroeconomic and public policy strategySubscribeListen onSubstack AppSpotifyRSS FeedRecent EpisodesComfort with the CurvesMay 6 • Barry C. KnappNo Stag, Just FlationApr 29 • Barry C. KnappUnhealthy Broadening OutApr 22 • Barry C. KnappMacro Regime ChangeApr 15 • Barry C. KnappHigher and SteeperApr 8 • Barry C. KnappFiscal on FireApr 1 • Barry C. KnappItching to EaseMar 25 • Barry C. KnappStag WeekMar 18 • Barry C. Knapp