Macro Themes for the '20s Cycle | Ironsides Macroeconomics
Broadcast on: December 12, 2021
Duration: 16:45
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(0:48) Barry Knapp is back with his four Macro Themes for the '20s Cycle:
- ‘60s or ‘70: Length of the Cycle
- The End of US Equity Market Outperformance?
- Power to the People: The implications of a recovery in labor share of income
- The Natural Rate of Interest: Structurally higher bond market volatility
Charts:
- (3:42) Business Cycles & Inflation
- (5:11) Marginal Costs & Margins
- (7:07) Global Financials ROA
- (8:59) New Business Creation
- (11:10) Nonsupervisory AHE
- (11:35) Labor Slack Index
- (14:01) The Real Effect of QE
- (15:46) Real Rate Curves
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC
