2021: The Year In Review | Ironsides Macroeconomics

Barry Knapp wraps up 2021 with his year-end macro analysis and insight. This week's themes:

1. Growth & Earnings
2. The Third Tailwind – Reflation
3. Policymakers Partying Like Its 1965
4. Stocks are Rich, Bonds Are Richer

Charts

1. Summary of Economic Projections FOMC (7:21)
2. Consumer Price Index (9:30)
3. Real Rates (10:52)
4. Fed Policy Proxy (11:56)
5. S&P 500 Fundamentals (12:46)
6. ERP & Earnings (13:31)