Earnings Good, Fed Bad | Ironsides Macroeconomics
Broadcast on: December 19, 2021
Duration: 13:40
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Barry Knapp is back this week with his unique macro analysis and insight. This week's themes:
- Markets Recap & Outlook: Earnings Good, Fed Bad
- Inflation: Correlation is not Causation, But…
- Earnings Preview: Peak Margins?
Charts:
- (1:34) CPI
- (4:58) Retail Sales
- (7:23) Inflation Correlation
- (8:44) Atlanta Fed Wage Differential
- (9:45) S&P 500 Profit Margins
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC
