Archive - Ironsides Macroeconomics 'It's Never Different This Time'

When the Chaos Hits the Fan

Fasten your seatbelts, inflation week, employment benchmark revision, the Fed's balance sheet and rate pivot, energy and financial earnings

Jul 14 •

12:07

When the Chaos Hits the Fan

Fasten your seatbelts, inflation week, employment benchmark revision, the Fed's balance sheet and rate pivot, energy and financial earnings

Jul 12 •

Looking Past the Detox

OBBBA is not TCJA, Shaky Small Business Sector, Weak Employment Internals, the Rally Rolls On

Jul 7 •

12:49

Looking Past the Detox

OBBBA is not TCJA, Shaky Small Business Sector, Weak Employment Internals, the Rally Rolls On

Jul 4 •

June Payrolls: Supply Shock

Lower supply and continued weak demand, but probably not sufficiently soft enough for a July rate cut

Jul 1 •

June 2025

The relentless rally, not so solid growth, Fed patience or obstinance, letting the dust settle, OBBBA, mercantilist currency policies

Jun 30 •

15:22

The relentless rally, not so solid growth, Fed patience or obstinance, letting the dust settle, OBBBA, mercantilist currency policies

Jun 28 •

Transitory Purgatory

Still detoxing, softer consumption, another leg lower for housing, weak demand for labor, a sharp drop in core earnings growth and a Fed in transitory…

Jun 23 •

11:43

Transitory Purgatory

Still detoxing, softer consumption, another leg lower for housing, weak demand for labor, a sharp drop in core earnings growth and a Fed in transitory…

Jun 21 •

Disinflation Resumption

Disinflation, not just despite, but perhaps because of tariffs, the FOMC is likely to fall further behind the curve, changing currency correlations…

Jun 16 •

15:32

Disinflation Resumption

Disinflation, not just despite, but perhaps because of tariffs, the FOMC is likely to fall further behind the curve, changing currency correlations…

Jun 14 •

Fiscal Food Fight

Tariffs, Immigration and Spending reduces the demand for, and supply of labor. Our capex recovery thesis is intact, but Fed resuming rate cuts are on…

Jun 9 •

12:53

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