Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Big Bond Week
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The Big Bond Week

Quadrilemma crunch time, Mixed earnings thus far, Unfavorable GDP mix, QRA & FOMC belly ache, Vol market kind of complacent
Barry C. Knapp
Jan 29, 2024
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This audio summarizes our note dated January 27, The Big Bond Week

Figure 6: The part of the curve least influenced by Fed rate or balance sheet policy, and most influenced by the supply of Treasury duration, 30-year real rates, are grinding back higher after the late ‘23 rally. The 2s30s real rate curve is normalizing (disinverting).

Barry C. Knapp

Managi…

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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
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