Share this postCopy linkFacebookEmailNotesMoreIronsides Macroeconomics 'It's Never Different This Time'The Good Place0:00Current time: 0:00 / Total time: -12:09-12:09Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenThe Good PlaceIncreasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good PlaceBarry C. KnappJun 17, 2024∙ PaidShare this postCopy linkFacebookEmailNotesMoreShareThis audio summarizes our June 15 note, The Good PlaceFigure 2: The collapse in the standard deviation of all items CPI is a strong positive for the investment environment despite above prior cycle trend inflation.Ironsides Macro on Forward GuidanceAn interview on the macro-outlook with some broader thoughts on the current monetary and regulatory regime…This 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 FeedAppears in episodeBarry C. KnappRecent EpisodesThe 10 Year Treasury AccordMar 24 • Barry C. KnappOver? Did You Say Over?Mar 17 • Barry C. KnappAddictionMar 10 • Barry C. KnappAnatomy of a Treasury RallyMar 3 • Barry C. KnappCleaning Up the Industrial Policy MessFeb 24 • Barry C. KnappSilly SeasonalsFeb 18 • Barry C. KnappTargeting 10sFeb 10 • Barry C. KnappInadvertent Monetary Policy RebalancingFeb 3 • Barry C. Knapp