Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Stable But Hotter Inflation
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Stable But Hotter Inflation

Top-Down Inflation, the Collapse in Inflation Vol, Equity Friendly but Not for Bonds, China's Pain Point, Stay Short Duration
Figure 2: Friedman taught us that unexpected inflation was more important than the rate, at least within reason. Inflation was lower in the ‘60s than the ‘90s, but for most of those decades, prices were generally stable, and capex boomed. Prices were also stable in the back-half of the ‘10s, while capex lagged, tax policy and the end of deleveraging cre…

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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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Barry C. Knapp