Appropriate Adjustment | Ironsides Macroeconomics

Appropriate Adjustment | Ironsides Macroeconomics

Ironsides Macroeconomics on OETV
Broadcast on: January 31, 2022
Duration: 14:49

This week's themes:

Sections

  1. Correction Update
  2. Policy Inflexibility
  3. GDP Gaps
  4. Margins & Capex

Charts

  1. LT Rate Curves (6:50)
  2. Mortgages (7:40)
  3. Residential Investment (10:20)
  4. S&P 500 Profit Margins (12:50)
  • MANAGING PARTNER

    Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC

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