The Good Place

Ironsides Macroeconomics 'It's Never Different This Time'

The Good Place

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-12:09

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The Good Place

Increasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good Place

Barry C. Knapp

Jun 17, 2024

∙ Paid

This audio summarizes our June 15 note, The Good Place

*Figure 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 Guidance

An interview on the macro-outlook with some broader thoughts on the current monetary and regulatory regime…

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