Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The 10 Year Treasury Accord
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The 10 Year Treasury Accord

The risk of a real rate shock is significantly reduced due to the actions of the Treasury Secretary Bessent and the FOMC reduction in QT

This is an audio summary of our March 22 note, The 10 Year Treasury Accord

Figure 7: The recent low in the Citi economic surprise index was February 28th, three weeks into March negative surprise has been stable in the marginally negative zone.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro…

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