Dropping Dynamite in the Ocean | Ironsides Macroeconomics

Barry Knapp is back this week offering his keen insight and analysis on the following macro themes:

(2:15) This Week's Note

1. Tighter Monetary Policy Expectations
2. History of Fed Independence
3. What LBJ’s inflation implies for the BBB Plan
4. Adding to our energy long

Charts:

(4:09) Input, Output Prices & Margins 4:00

(5:00) Real Rate Curves 4:55

(9:10) Treasury Rates & Inflation 9:00

(10:35) LBJ’s Inflation 10:30

(12:40) Energy Revisions 13:00