Yield Curve Inversion Mania: It's About Lower Expected Inflation Not Growth | Ironsides Macro

Yield Curve Inversion Mania: It's About Lower Expected Inflation Not Growth | Ironsides Macro

Yield Curve Inversion Mania: It's About Lower Expected Inflation Not Growth | Ironsides Macro

Description

  • 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

Speakers

  • MANAGING PARTNER

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

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