Ironsides Macroeconomics 'It's Never Different This Time'

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2023 Outlook: 9 to 4, but then what
Valuation compression is over, recession and earnings risk are lower than expected, but inflation will stall mid-year
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Barry C. Knapp
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May Payrolls Preview
Dubious openings, the end of the Great Reallocation, U3 is a lagging indicator
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Barry C. Knapp
Is the Income Recession Ending?
Listen now (12 min) | Stealth recession, who will buy the bills, death of the repo man, macro muddle
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Barry C. Knapp
Is the Income Recession Ending?
Stealth recession, who will buy the bills, death of the repo man, macro muddle
 • 
Barry C. Knapp
1
Liquidity Climate Change
Listen now (16 min) | Productivity Boom, Liquidity Climate Change, Tax Expenditures & Economic Efficiency
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Barry C. Knapp
Liquidity Climate Change
Productivity Boom, Liquidity Climate Change, Tax Expenditures & Economic Efficiency
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Barry C. Knapp
The Fed's Trilemma
Listen now (16 min) | Disinflation, Fed's Trilemma, S&L Crisis, Rate & Curve Suppression, Bad Breadth
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Barry C. Knapp
The Fed's Trilemma
Disinflation, Fed's Trilemma, S&L Crisis, Rate & Curve Suppression, Bad Breadth
 • 
Barry C. Knapp
Do No Harm
Listen now (13 min) | The Pause Has Arrived, A New Trade Regime, Demand for Labor and Capital
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Barry C. Knapp
Do No Harm
The Pause Has Arrived, A New Trade Regime, Demand for Labor and Capital
 • 
Barry C. Knapp
Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy investment strategy
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Ironsides Macroeconomics 'It's Never Different This Time'

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