In this week’s episode of Ironsides Macro: Risk OFF, Barry tackles five key themes including: Tighter Financial Conditions, Muddy Economic Waters Negative Analyst Revisions, FOMC Composition: Policy Implications & Fiscal Infighting.
Charts:
(2:05) The Real Effect of QE
(3:15) Inflation Compensation
(5:15) Capex Plans
(7:58) Net Revisions
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC