Ironsides Macroeconomics 'It's Never Different This Time' Macroeconomic and public policy investment strategy
Ironsides Macroeconomics 'It's Never Different This Time' • 6 likes • 17 Sep 22 Inflation is a Fiscal Phenomenon Twin peaks reviewed, pandemic policy inflation, QT effects: banks and bonds
Ironsides Macroeconomics 'It's Never Different This Time' • 4 likes • 06 Sep 22 Until They Break Something The Fed tail risk is getting fatter, the data does not justify 75bp in September
Ironsides Macroeconomics 'It's Never Different This Time' • 4 likes • 24 Sep 22 Incredibility Fiscal stagflation, currency chaos, the Sahm Rule and who will buy the bonds
Ironsides Macroeconomics 'It's Never Different This Time' • 2 likes • 10 Sep 22 The End of Rate Suppression Credit spreads imply low recession risk, extreme sentiment, 2023 rate cuts less likely, a structurally lower equity risk premium
