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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Unstable Equilibrium
Chart Book for NYC Trip
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Barry C. Knapp
Banks Selling What They Can
Listen now (12 mins) | Our field trip to NYC, bear steepening persistence, inflation summary, the Dreaded DOT Plot
 • 
Barry C. Knapp
Banks Selling What They Can
Our field trip to NYC, bear steepening persistence, inflation summary, the Dreaded DOT Plot
 • 
Barry C. Knapp
Banks Selling What They Can
Our field trip to NYC, bear steepening persistence, inflation summary, the Dreaded DOT Plot
 • 
Barry C. Knapp
The Petrodollar
Listen now (15 mins) | The big number you missed, skip or a new debate, CPI preview, the Petrodollar, equal or cap weighted S&P
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Barry C. Knapp
The Petrodollar
The big number you missed, skip or a new debate, CPI preview, the Petrodollar, equal or cap weighted S&P
 • 
Barry C. Knapp
The End of the Hiking Cycle
Listen now (11 mins) | The GDI recession is over, Fed awakening, services wages cooling, revisions rising.
 • 
Barry C. Knapp
The End of the Hiking Cycle
The GDI recession is over, Fed awakening, services wages cooling, revisions rising.
 • 
Barry C. Knapp
August Payroll Preview
A 'JOLT'ing report, moderating labor demand, vertical curves, cooling wage growth
 • 
Barry C. Knapp
Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
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Ironsides Macroeconomics 'It's Never Different This Time'

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