Unconundrum - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Unconundrum

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Unconundrum

BOJ defends YCC, Cyclical stocks discounting destocking completion, revisions rising

Jan 03, 2023

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This audio summarizes our December 31, 2022 note, Unconundrum

Figure 3: Increasing earnings estimates for industrials over the last three months is consistent with our view that the inventory destocking and rebalancing of goods and services spending are complete. PMI surveys will likely bottom out in the next couple of months.

Barry C. Knapp

Managing Partn…

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Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy

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Barry C. Knapp

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