Ironsides Macroeconomics 'It's Never Different This Time'

Today’s podcast focuses on our May 8th note,  Partial Yield Curve Control Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institut...

Today’s podcast focuses on our May 1st note,  Substantial Further Progress Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institu...

Today’s podcast focuses on our April 24th note,  Das Kapital Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client,...

Today’s podcast focuses on our April 17th note,  Ready to Rip Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client...

Today’s podcast focuses on our April 10th note,  Inflation, Margins, Earnings & Business Cycles . Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber...

Today’s podcast focuses on our April 3rd note,  A Good Friday for Jobs, not for Bonds . Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you a...

Today’s podcast focuses on our March 27th note,  Pandemic Effects . Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional...

We did not release a note this week, you will hear from us shortly in written form. In the interim, here are some updated thoughts. Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of resear...

Today’s podcast focuses on our March 12th note,  2Q21 Outlook: Room to Run . Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an insti...

Today’s podcast focuses on our March 5th note, Bretton Woods II . The report extends our ‘60s analog describing how expansive fiscal and monetary policy led to the collapse of the dollar gold standard foreshadowing pressure on the current system and the rise of crypto. Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the...

A new paradigm, choking on supply, the employment mandate Today’s podcast focuses on our February 27 note titled  Fiscal Dominance Rate Regime Here is the link to the  Ironsides Macroeconomics LLC  YouTube channel, today’s video will be posted Monday morning following the release of this podcast Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to yo...

Population immunity, a real rate supply shock, economic momentum & corporate confidence Today’s podcast focuses on our note released February 20 titled Don't Fade the Reopening Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast Please consider becoming a paid subscriber, or if you are an institutio...

Policy Tradeoffs, Transitory Demand-Pull Inflation, Reflation is good, Inflation is not “There are no solutions. There are only trade-offs.” Thomas Sowell,  A Conflict of Visions: Ideological Origins of Political Struggles Today’s podcast focuses on our note released February 13 titled  Pandemic Relief and the Debt Hangover Please consider becoming a paid subscriber, or if you are an institutional...

Fiscal calculus, TGA & QE, the work week surge and reflation game on Today’s podcast focuses on our note released February 6 titled Awash in Liquidity Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list an...

Underlying instability, biased priors and a bogus narrative, convexity kills and the strong cycle limits downside risk Today’s podcast focuses on our note released January 30 note titled  When Will the Game Stop Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation...

Rallying for the wrong reason, not surprising earnings surprise, the cycle and policy Today’s podcast focuses on our note released January 23 note titled  You Need to Lend it and Spend it Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and v...

A mini-real rate shock, the Biden fair deal, the trade war recession and inflation dynamics Today’s podcast focuses on our note released January 16 note titled  Policy Tremors Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, re...

Fiscal Frenzy, Lockdown Labor Market, Election Optimism, Strategy vs Tactics Today’s podcast focuses on our note released January 9 note titled  Is TCJA Toast? Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended readin...

Reconciliation, Retroactivity and back-to-work momentum returns Today’s podcast focuses on our note released December 31 titled The President's Gambit Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list an...

Stimulus disruption, capex recovery, jobless claims seasonality, and reflation Today’s podcast focuses on our note released Dec 24 titled Fiscal Follies . With the publication of that note we also unrestricted access to the first of our three-part outlook series, 2021 Outlook: Creative Destruction . Here is an interview from Yahoo Finance TV this morning with updated thoughts on public policy risk...

B.C. (Before Covid), regulatory policy worsened the panic, dynamism, the recovery playbook and the wall of worry The final note of our three-part outlook notes is outside the paywall, we encourage you to read and share the note, The Unforgettable Year in Review Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our fu...

Why we suggest spending 10-15 minutes every Monday morning listening to the Ironsides Macroeconomics LLC ‘It’s Never Different This Time’ weekly podcast Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.com https://ironsidesmacro.substack.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication h...

Echoes of '60s policy mistakes, Schumpeter's Gale, Capital for Labor, Deglobalization and the End of the 39-Year Bond Bull Market Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products...

Three Tailwinds and Looming Policy Risks Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me dir...

The manufacturing and capex recovery continues Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with...