Share this postCopy linkFacebookEmailNotesMoreIronsides Macroeconomics 'It's Never Different This Time'Waller's World0:00Current time: 0:00 / Total time: -12:24-12:24Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenWaller's WorldStable, Above Potential Demand, Waller and r*, Post-Election Policy Calculus, Our Field Trip to NYCBarry C. KnappMay 28, 2024∙ PaidShare this postCopy linkFacebookEmailNotesMoreShareThis audio summarizes our May 27 note, Waller's WorldFigure 6: We suspect small business employment is considerably weaker than the establishment survey implies. A special thanks for the Macrobond team for creating this chart. Please note the QCEW data only runs through 3Q23, there was a bounce in business confidence following the Fed pause and pivot in…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inIronsides Macroeconomics 'It's Never Different This Time'Macroeconomic and public policy strategyMacroeconomic and public policy strategySubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeBarry C. KnappRecent EpisodesInadvertent Monetary Policy RebalancingFeb 3 • Barry C. KnappNothing Works Without Spending CutsJan 27 • Barry C. KnappTurning the PageJan 21 • Barry C. KnappChoose Your BattlesJan 13 • Barry C. KnappBeware January ReversalsJan 6 • Barry C. Knapp2024 In Review: QuadrilemmaDec 30, 2024 • Barry C. Knapp2025 Themes: The Bill Comes DueDec 23, 2024 • Barry C. KnappThe Trump Treasuries TradeDec 16, 2024 • Barry C. Knapp