Reading · Ironsides Macroeconomics 'It's Never Different This Time'

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AI Duration, Fed Reform and the Long End. The flawed target, benchmark and model. Bank equities are pointing to more constructive monetary policy in the US and Japan.

Aug 17, 2026

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*Figure 2: The near-term inflation momentum is sharply lower.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

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