Barry Knapp on how the Fed's QE Cycle Re-Emerged Last Week
Barry Knapp of Ironsides Macro discusses the latest note he published titled "The 10 year Treasury Accord", focusing on the implications of the Federal Reserve's recent decisions which would be construed as quantitative easing. He explores the dynamics of the bond market, fiscal policy, and the challenges posed by trade policies and inflation. The discussion also touches on the outlook for gold prices amidst a global economic reordering.