Ironsides Macroeconomics 'It's Never Different This Time'

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We Have Currency Problems
Bye Bye Biden, Currency Problems, Not So Full Employment, Small Cap Squeeze, Manufacturing Recession, Disinversion and Mortgages
 • 
Barry C. Knapp
16:40
We Have Currency Problems
Bye Bye Biden, Currency Problems, Not So Full Employment, Small Cap Squeeze, Manufacturing Recession, Disinversion and Mortgages
 • 
Barry C. Knapp
Healthy Broadening of Disinflation
Price Stability, Broader Disinflation, July Should be on the Table, QRA, Financialization and the Small Cap Bounce
 • 
Barry C. Knapp
13:55
Healthy Broadening of Disinflation
Price Stability, Broader Disinflation, July Should be on the Table, QRA, Financialization and the Small Cap Bounce
 • 
Barry C. Knapp
Slowdown
Slowdown, Time to Cut, Trumpflation, Sector Change Ahead of Earnings
 • 
Barry C. Knapp
12:02
Slowdown
Slowdown, Time to Cut, Trumpflation, Sector Change Ahead of Earnings
 • 
Barry C. Knapp
Up Like a Rocket
The Tale of Two Surveys, Government Jobs, Immigration Absorbtion, Lower Churn, Fewer Hours
 • 
Barry C. Knapp
Hayek Shrugged
Debate Debacle, Chevron Deference Demise, Joe Six Pack's Real Wage Struggle, Capex Plans and Labor Demand Weakening, Portfolio Update
 • 
Barry C. Knapp
14:43

June 2024

Hayek Shrugged
Debate Debacle, Chevron Deference Demise, Joe Six Pack's Real Wage Struggle, Capex Plans and Labor Demand Weakening, Portfolio Update
 • 
Barry C. Knapp
Earnings Crunch Time
Countertrend UST Rally, CBO Forecasts, Earnings Recovery Crunch Time, Growth Scare vs Recession Risk, Extending Duration
 • 
Barry C. Knapp
11:13
Earnings Crunch Time
Countertrend UST Rally, CBO Forecasts, Earnings Recovery Crunch Time, Growth Scare vs Recession Risk, Extending Duration
 • 
Barry C. Knapp
The Good Place
Increasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good Place
 • 
Barry C. Knapp
12:09
© 2024 Barry C. Knapp
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