Ironsides Macroeconomics 'It's Never Different This Time'

The market is not wrong, workers aren't discouraged, laggard banks and long-run policy risks Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our full notes, research library, chart books and the analyst. If you are an institutional investor, adding us to your r...

Reconciling economics and equities, capital spending, revisiting the Carter Credit Crunch & the public policy outlook Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our full notes, research library, chart books and the analyst. If you are an institutional inve...

The shape of market recoveries, early cycle sectors and asset allocation Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our full notes, research library, chart books and the analyst. If you are an institutional investor, adding us to your research provider lis...

Corona costs & benefits, fear & loathing of the Fed and the end of the Great Disinflation Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our full notes, research library, chart books and the analyst. If you are an institutional investor, adding us to your rese...

Past the peak, financial cycles, inflation and serology Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our full notes, research library, chart books and the analyst. If you are an institutional investor, adding us to your research provider list. Figure 1: The...

Reach for yield unwind, targeted fiscal stimulus, interest rate caps and the banks Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Pa...

They're panicking out there, don't fight the Fed and the consumer fallout Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Partner Iro...

A mini-Taper Tantrum, recovery in business confidence and the risks of Sandervism Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider becoming a full subscriber gain access to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Par...

With the markets fixated on the implications of the Chinese Central Committee’s attempts to contain the coronavirus on global supply chains, Chinese consumer demand, the nascent recovery in global manufacturing and exports, and demand for oil, in this week’s note we are going to look past the pandemic at a threat to the consensus of a benign inflation outlook. Listen to our podcast for a summary o...

Coronavirus clarity remains elusive, stronger productivity and labor participation Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider subscribing to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Partner Ironsides Macroeconom...

Despite the risks to global supply chains, the tailwinds are still blowing Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider subscribing to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC...

The Davos contrarian indicator, Fed's denial, and cyclical manufacturing recovery Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider subscribing to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Partner Ironsides Macroeconomi...

Chinese reform occurs when they have exhausted all other possibilities Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Please consider subscribing to our written products, or if you are an institutional investor, adding us to your research provider list Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-...

The calendar changed but this week's events highlighted trends that began last decade Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://ironsidesmacro.substack.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional c...

An Echo of ‘88, trade shocks, monetary interventionism and the US economic juggernaut Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.com Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://ironsidesmacro.substack.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional c...

Deglobalization, China, Innovation, Energy Stability and Rate Suppression Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our December 14, 2019 note that is available to both our paid and free subscribers.   If you are a recent free subscriber and would like a 30 day tria...

Three tailwinds until 2Q20, and the tail of two halves Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our December 7, 2019 note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsi...

Doubling down on state owned enterprises is no way to go through life Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our November 23, 2019 note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please email me a...

Next year's election is likely to have tax policy as a central issue Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our November 16, 2019 note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please email me at...

Yield curve 'disinversion' is forecasting an end to the global trade recession Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our November 9, 2019 note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please em...

An accommodative Fed, trade truce and improving global outlook, what’s not to like? Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics https://ironsidesmacro.substack.com Please listen to our weekly podcast summarizing our October 27th note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please e...

The markets are signalling an end to the global trade and manufacturing recession, listen to our podcast as we explain the basis for our optimistic outlook Please listen to our weekly podcast summarizing our October 27th note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com Our podcasts can n...

A weaker dollar could loosen trade credit and boost global trade Please listen to our weekly podcast summarizing our October 12th note and consider becoming a paid subscriber . If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com Our podcasts can now be found in the Apple iTunes store. Barry C. Knapp Managing Partner Ironsides Macroeconom...

We may not get a fat pitch to buy stocks, but easy money is back Please listen to our weekly podcast summarizing our October 12th note and consider becoming a paid subscriber .  If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://ironsidesmacro.substack.com...

Our 4Q19 outlook, the labor market looks tight, but a recession is not imminent Please listen to our weekly podcast summarizing our October 5th note and consider becoming a paid subscriber . If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://ironsidesmacro...