Barry Knapp is back this week with his keen macro analysis and insight.
Sections
- Transitory Volatility Backwardation | VIX Futures Inversion
- Fed Inadvertent Easing | Falling Further Behind
- Stag Nothing | Stagflation Nonsense
- Back to Work | Labor Income Recovering
- King Dollar
- Valuation Reset
Charts:
Implied Volatility Premium (3:20)
5 Year USTs (4:30)
Phillips Curve Post-GFC (7:50)
LFPR 55+ (10:20)
The Reserve Currency Effect (13:15)
ERP (15:10
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC