Yield Curve Inversion Mania: It's About Lower Expected Inflation Not Growth | Ironsides Macro
Broadcast on: April 4, 2022
Duration: 13:10
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- The Global Conundrum – When real rates lost their value as a growth indicator
- Inflation Expectations Backwardation
- Inflation Shock Therapy – The worst is behind us
- Mortgage Duration Burnout
- Labor Participation Recovery and the first signs of wage growth peaking
- Maturity Transformation and Financial Stocks – Bank portfolio duration is short
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Barry C. Knapp, MANAGING PARTNER, IRONSIDES MACROECONOMICS, LLC
