Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Trump Trade
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The Trump Trade

A third bear steepener, policy easy except for little people like you Clark, stronger growth, real or Memorex, China's challenge, energy & financials
Barry C. Knapp
Oct 21, 2024
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This is an audio summary of our October 19 note, The Trump Trade

Figure 2: The 5-year is the benchmark security most influenced by the FOMC’s balance sheet, 30s are least impacted by either rate or balance sheet policy. Consequently, the 5s30s curve offers a read on market pricing.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics…

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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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