Share this postThe Stock and Flow of M2ironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherIronsides Macroeconomics 'It's Never Different This Time'The Stock and Flow of M20:00-13:44Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenThe Stock and Flow of M2M2 stock, flow, velocity, bank reserves and asset mix, February data likely to soften.Barry C. KnappFeb 27, 2023∙ Paid1Share this postThe Stock and Flow of M2ironsidesmacro.substack.comCopy linkFacebookEmailNoteOtherShareThis audio summarizes our February 25 note, The Stock and Flow of M2Figure 3: The banking system exposure to private sector loans is only marginally above its all-time low. Tightening lending standards would seriously impair profitability and turn the US banking system into the Japanese model.Barry C. KnappManaging PartnerDirector of ResearchIronsides M…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 EpisodesUnhealthy Broadening OutApr 22 • Barry C. KnappMacro Regime ChangeApr 15 • Barry C. KnappHigher and SteeperApr 8 • Barry C. KnappFiscal on FireApr 1 • Barry C. KnappItching to EaseMar 25 • Barry C. KnappStag WeekMar 18 • Barry C. KnappQuadrilemma Back on TrackMar 11 • Barry C. KnappLabor Market ConundrumsMar 4 • Barry C. Knapp