Sitemap - 2022 - Ironsides Macroeconomics 'It's Never Different This Time'

Unconundrum

Audio: 2022: The Year in Review

2022: The Year in Review

Audio: Sufficiently Restrictive

Sufficiently Restrictive

Audio: Macro Themes for '23 and Beyond

Macro Themes for '23 and Beyond

Audio: 2023 Outlook

2023 Outlook: 9 to 4, but then what

Payrolls & Powell

Audio: Ebenezer Powell

Ebenezer Powell

Talking Tough

Talking Tough

Audio: Governance

Governance

Audio: Three Questions

Three Questions

Join my new subscriber chat

October Employment: Increasing Slack

Audio Crunch Time

Crunch Time

Charts that Couldn't Wait

Audio: The Bursting Bond Bubble

The Bursting Bond Bubble

Audio: Shifting Winds

Shifting Winds

Audio: Group Think

Group Think

September Payrolls Preview

Audio: Blink 2022

Blink 2022

Audio: Incredibility

Incredibility

Audio: Inflation is a Fiscal Phenomenon

Inflation is a Fiscal Phenomenon

Audio: The End of Rate Suppression

The End of Rate Suppression

Audio: Until They Break Something

Until They Break Something

Audio: A Mini Tantrum

A Mini Tantrum

Audio: The Soft Underbelly

The Soft Underbelly

Audio: Twin Peaks

Past Peak Hawkishness

Twin Peaks

Is Productivity Really Negative?

Audio: Average Inflation Forecasting Credibility

Average Inflation Forecasting Credibility

Audio: July Payrolls Preview

July Payrolls Preview

Audio: Pivot is the Wrong Word

Pivot is the Wrong Word

Audio: Neutrality

Neutrality

Audio: FOMC Stress Test

FOMC Stress Test

CPI: Ouch

Audio: Convergence

Convergence

Audio: 2H22 Outlook: Mostly, They Made it Worse

2H22 Outlook: Mostly, They Made it Worse

Audio: Real, Not Nominal, Recessions

Real, Not Nominal, Recessions

Audio: Markets Fix Problems Policymakers Create

Markets Fix Problems Policymakers Create

The Natural Rate

Audio: Inflation Lights a Political Fire

Inflation Lights a Political Fire

Stocks Predicted 9 of the Last 5 Recessions

Audio: The Third Variable

The Third Variable

Payroll Preview: Productivity Dividend

Audio: The Misunderstood Macro Environment

The Misunderstood Macro Environment

Audio: The Despair Stage

The Despair Stage

Audio: A Liquidity, not a Credit, Cycle

A Liquidity, not a Credit, Cycle

CPI Review

Audio: Valuation Comeuppance

Valuation Comeuppance

Employment Situation Preview

Audio: Relief Rally

Relief Rally

Audio: Returnless Risk

Returnless Risk

Audio: Peak Goods Prices, Services Still Rising

Peak Goods Prices, Services Still Rising

Audio: The Politics of Inflation

The Politics of Inflation

Audio: Inflation Backwardation

Inflation Backwardation

Payroll Friday

Audio: Q2 Outlook: Policy vs Productivity

Q2 Outlook: Policy vs Productivity

Video: The Road to Redemption

Audio: The Road to Redemption

The Road to Redemption

Video: Federalies Time

Audio: Federalies Time

Federalies Time

King Dollar

Audio: King Dollar

King Dollar

Video: Deglobalization

Audio: Deglobalization

Deglobalization

Retest Video

Audio Summary: Retest

Retest

Video: The Fed is a Slow Follower

Audio: The Fed is a Slow Follower

The Fed is a Slow Follower

The Battle Over the Balance Sheet

Audio: The Battle Over the Balance Sheet

Weekly Podcast

The Battle Over the Balance Sheet

Audio: Appropriate Adjustment

Appropriate Adjustment

Risk Back On

Correction Audio: Bills Only Policy

Bills Only Policy

Audio: Earnings Good, Fed Bad

Earnings Good, Fed Bad

Audio Summary: Abby Normal

Abby Normal

Employment Preview & Minutes Review

Audio: Just in Case

Just in Case