Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Unhealthy Broadening Out
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Unhealthy Broadening Out

Correlation Spike Risk, Earnings Season Phases 2 & 3, Our Financial Conditions Framework, The Big Four Macro Reports & Monetary Policy, Retesting 5%
Barry C. Knapp
Apr 22, 2024
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This audio summarizes our note dated April 20, Unhealthy Broadening Out

Figure 5: Financial conditions as measure by real rates were much tighter in 2006. Importantly, the household sector was extreme in 2006, now it is the government that is stretched. Excessive private sector debt is deflationary, government debt is inflationary.

Barry C. Knapp

Managing …

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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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