Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Good Place
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The Good Place

Increasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good Place
Barry C. Knapp
Jun 17, 2024
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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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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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