Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Threat to Bureaucracy
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The Threat to Bureaucracy

The Red Wave Crushes Volatility, Threat to Bureaucracy, Tax Cuts & Tariffs don't cause inflation, Recalibration Pace & Destination, Leaning into the Red Wave
Barry C. Knapp
Nov 11, 2024
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This is an audio summary of our November 9 note, The Threat to Bureaucracy

Figure 3: We used return on assets (ROA) to remove the impact of leverage on profitability. As you can see, the US ROA was nearly double European banks pre-GFC, what you can’t see is their return on equity was highly due to even greater leverage than the US. US policymaker adoptio…

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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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