The Wrong Price

Ironsides Macroeconomics 'It's Never Different This Time'

The Wrong Price

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The Wrong Price

Performing assets banks overpaid for, the natural rate debate, sustained and broadened disinflation, sector & asset allocation specificity

Barry C. Knapp

Feb 12, 2024

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This audio summarizes our note dated February 10, The Wrong Price

Figure 1: The CPI revisions were trivial for the 6-month annualized rate for all items and core, 3.14% from 3.12% and 4.02% from 3.99%. However, non-housing services was revised to 3.99% from 4.19%, rent of shelter was revised up to 5.24% from 5.08% and core goods deflation from -2.52% to …

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