2022 Outlook: Inflation Policy & Politics | Ironsides Macroeconomics

Barry Knapp is back with his 2022 Outlook on the following key themes:

1. Liquidity Trickle – Markets Outlook
2. Persistent Pandemic Effects – Economic Outlook
3. Inflation Policy & Politics – Policy Outlook

Another Difficult Year for the 60/40 Model – Asset Allocation Outlook Charts:

1. (3:04) TGA (5:35) Bank Cash Asset Ratio
2. (8:50) Service Sector Capex Plans
3. (10:35) Labor Reallocation
4. (11:05) UMich Sentiment
5. (13:30) HH Net Worth
6. (16:05) LBJ’s Inflation