Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy ironsidesmacro.substack.com

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Jaksot(182)

Podcast: When the Chaos Hit the Fan

Podcast: When the Chaos Hit the Fan

Our 4Q19 outlook, the labor market looks tight, but a recession is not imminentPlease listen to our weekly podcast summarizing our October 5th note and consider becoming a paid subscriber. If you are...

7 Loka 20196min

Podcast: Capitalism, Socialism and Mercantilism

Podcast: Capitalism, Socialism and Mercantilism

Adam Smith's invisible hand is solving the 'China problem'Please listen to our weekly podcast summarizing our September 28 note and consider becoming a paid subscriber. We made this week’s full note a...

30 Syys 20198min

Podcast: Hanging Around the Highs

Podcast: Hanging Around the Highs

Trade Restriction or Reciprocity, October 'QE Lite' and the end of forward guidancePlease listen to our weekly podcast summarizing our September 21 note and consider becoming a paid subscriber, if you...

23 Syys 20195min

Podcast: Regime Change

Podcast: Regime Change

Was the wild week for equity factors and Treasuries due to the growth mix shift?Please listen to our weekly podcast summarizing our September 15 note and consider becoming a paid subscriber, if you ar...

16 Syys 20196min

Podcast: Payrolls & The Convexity Comeback

Podcast: Payrolls & The Convexity Comeback

Please listen to our weekly podcast summarizing our September 7 note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...

9 Syys 20197min

Podcast: The Mix Matters

Podcast: The Mix Matters

Please listen to our weekly podcast summarizing our August 31st note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...

3 Syys 20196min

Podcast: Yield Curve to the World

Podcast: Yield Curve to the World

Please listen to our weekly podcast summarizing our August 17th note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...

19 Elo 20196min

Over?  Did you say over? Weekly Podcast

Over? Did you say over? Weekly Podcast

Please listen to our weekly podcast summarizing our August 10th note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent subscriber and would ...

12 Elo 20196min

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