
Macroeconomic and public policy investment strategy
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We see the case for further Fed tightening weakening...
The Fed policy path started the fire in the long end, but even with October hike expectations cooling the correction intensified.
We apologize for the late release of this week’s note, unfortunately our busy travel schedule might delay the...
We doubt the Fed can tighten policy sufficiently to reduce core PCED to 2% without causing significant damage to the labor market
Note: Our travel schedule is forcing us to release our weekly on Monday morning this week, we apologize for t...
Our latest institutional client presentation
Here is our latest client presentation, please let us know if you have any problems downloading the PDF. These charts should look familiar, they are drawn from our weekly notes. We got some help...
The Fed, perhaps unknowingly, is betting the ranch on the K-shaped economy being particularly special, perhaps hoping for a productivity prize at the bottom of the box.
Read the note, Special K
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The writers behind this newsletter.
Ironsides Macroeconomics LLC is an independent provider of macroeconomic and public policy investment strategy. Our brand, 'It's Never Different This Time', underscores our use of historical analogs to better inform the business cycle.
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