Ironsides Macroeconomics 'It's Never Different This Time'

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Nothing Works Without Spending Cuts
Inauguration Euphoria, Nothing Works Without Spending Cuts, FOMC 2H25 Recalibration Resumption, Growth Mix Matters, UST Belly Ache, Big Earnings
 • 
Barry C. Knapp
11:28
Nothing Works Without Spending Cuts
Inauguration Euphoria, Nothing Works Without Spending Cuts, FOMC 2H25 Recalibration Resumption, Growth Mix Matters, UST Belly Ache, Big Earnings
 • 
Barry C. Knapp
Turning the Page
Meet the New Boss(es), Inflation Convergence, Cooling Wage Growth for Joe Six Pack, Secular and Policy Consumption Tailwinds, Treasury Supply Challenges…
 • 
Barry C. Knapp
12:46
Turning the Page
Meet the New Boss(es), Inflation Convergence, Cooling Wage Growth for Joe Six Pack, Secular and Policy Consumption Tailwinds, Treasury Supply Challenges…
 • 
Barry C. Knapp
Choose Your Battles
Risk-off, the Fed picks a political fight, disinflation is likely to resume, seasonally adjusted labor data extends the pause, earnings season and…
 • 
Barry C. Knapp
12:37
Choose Your Battles
Risk-off, the Fed picks a political fight, disinflation is likely to resume, seasonally adjusted labor data extends the pause, earnings season and…
 • 
Barry C. Knapp
2
Payrolls Preview: Remain Calm
Bad is good for bonds, and probably stocks as well
 • 
Barry C. Knapp
Beware January Reversals
Higher term premium, Business confidence bounce, China's liquidity trap, QT update, Beware January reversals
 • 
Barry C. Knapp
11:53
Beware January Reversals
Higher term premium, Business confidence bounce, China's liquidity trap, QT update, Beware January reversals
 • 
Barry C. Knapp

December 2024

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