Ironsides Macroeconomics 'It's Never Different This Time'

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Three Arrows
Macro Man & the Debt Mess, Market Driven Supply Side Economics and What to Watch
 • 
Barry C. Knapp
12:03
Three Arrows
Macro Man & the Debt Mess, Market Driven Supply Side Economics and What to Watch
 • 
Barry C. Knapp
1
Our Dollar, Everyone's Problem
Policy Sequencing & King Dollar, Fiscal Inflation, The Natural Rate Debate, Churn & Productivity
 • 
Barry C. Knapp
11:51
Our Dollar, Everyone's Problem
Policy Sequencing & King Dollar, Fiscal Inflation, The Natural Rate Debate, Churn & Productivity
 • 
Barry C. Knapp
The Threat to Bureaucracy
The Red Wave Crushes Volatility, Threat to Bureaucracy, Tax Cuts & Tariffs don't cause inflation, Recalibration Pace & Destination, Leaning into the Red…
 • 
Barry C. Knapp
14:17
The Threat to Bureaucracy
The Red Wave Crushes Volatility, Threat to Bureaucracy, Tax Cuts & Tariffs don't cause inflation, Recalibration Pace & Destination, Leaning into the Red…
 • 
Barry C. Knapp
Bund Dot Com
Secular bond bear market, election year uncertainty and capex, September was a bigger employment outlier than October FOMC focus on QT, fade the Trump…
 • 
Barry C. Knapp
15:11
Bund Dot Com
Secular bond bear market, election year uncertainty and capex, September was a bigger employment outlier than October FOMC focus on QT, fade the Trump…
 • 
Barry C. Knapp

October 2024

October Employment Preview
Wages heading lower, seasonal adjustment and small business overestimation flattering the data, lower churn, diminished slack, USTs on a knife's edge
 • 
Barry C. Knapp
Eight (or Nine) Crazy Days
Labor Week, Belly (2s, 5s & 7s) Week, QRA, Election & The Fed with the market all in on the Trump Trade. Put your seat & tray tables in their upright…
 • 
Barry C. Knapp
12:57
Eight (or Nine) Crazy Days
Labor Week, Belly (2s, 5s & 7s) Week, QRA, Election & The Fed with the market all in on the Trump Trade. Put your seat & tray tables in their upright…
 • 
Barry C. Knapp
The Trump Trade
A third bear steepener, policy easy except for little people like you Clark, stronger growth, real or Memorex, China's challenge, energy & financials
 • 
Barry C. Knapp
14:04
© 2024 Barry C. Knapp
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