Barry Knapp offers his keen insight and analysis on the following themes this week: Back to School: Retail Sales & Our Correction Call, Inflation Review "Power to the People" Wage pressure. "Stagnothing" - stagflation is not what we are experiencing and Barry's first thoughts on earnings season.
Charts: (3:45) Fed Policy Proxy, (6:35) Inflation Vol & Corr (7:07) Labor Fluidity & Wages (7:45) China Labor Shock (8:24) Phillips Curve 10s (9:06) Phillips Curve 70s, (10:49) S&P 500 Banks & Price Book ROE.
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC