Ironsides Macroeconomics 'It's Never Different This Time'

Home
Notes
Chat
Archive
About
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
 • 
Barry C. Knapp
4
New
Top
Community
Unstable Equilibrium
Chart Book for NYC Trip
 • 
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
 • 
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'
Macroeconomic and public policy investment strategy
Recommendations
View all 8
Citrini’s Newsletter
Citrini’s Newsletter
Citrini
The MacroTourist
The MacroTourist
Kevin Muir
Stay Vigilant
Stay Vigilant
Richard Excell
Y
Yes, I give a FIG... thoughts on markets from Michael Green/Profplum99
Michael W. Green
The Boock Report
The Boock Report
The Boock Report

Ironsides Macroeconomics 'It's Never Different This Time'

AboutArchiveRecommendationsSitemap
© 2023 Barry C. Knapp
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing