This audio summarizes our note dated February 10, The Wrong Price
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The Wrong Price
ironsidesmacro.substack.com
The Wrong Price
Performing assets banks overpaid for, the natural rate debate, sustained and broadened disinflation, sector & asset allocation specificity
Feb 12, 2024
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Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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