Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Cure for Restrictive Forward Guidance
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The Cure for Restrictive Forward Guidance

Partial Fed Pivot, Helter Shelter Inflation, Bank Regulatory Battle, Fed Bond Put
Barry C. Knapp
Oct 16, 2023
∙ Paid
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This audio summarizes our October 14 note, The Cure for Restrictive Forward Guidance

Figure 7: Increased capital requirements, if implemented, will push the system back into the 2014-2018 low ROE regime.

Here is a link to Bloomberg Real Yield aired Friday October 13, I was one of the opening guests.

Bloomberg Real Yield

Barry C. Knapp

Managing Partner

Directo…

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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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