Deglobalization | Ironsides Macroeconomics
Ironsides Macroeconomics | Aired 2022-02-28
Barry Knapp is back this week with his keen macro analysis and insight.
Sections:
1. It’s Still Primarily About the Fed
2. Deglobalization, Mocking ‘The End of History’
3. Central Banks and Energy Price Passthrough – The Bad News
4. Capital Investment – The Good News
5. Macro Preview
Charts: Fed Policy Proxy 4:10 Globalization 6:17 Core Inflation Era 8:26 Mfg Structures Model 9:58
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC