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Cyclical Bond Bull, Secular Bear
Fed's hawkish rate guidance and start to DT created the conditions for a growth scare pullback this week, 4% could easily turn to 10% if the Fed doesn't…
Nov 10
•
Barry C. Knapp
2
14:09
Cyclical Bond Bull, Secular Bear
Fed's hawkish rate guidance and start to DT created the conditions for a growth scare pullback this week, 4% could easily turn to 10% if the Fed doesn't…
Nov 8
•
Barry C. Knapp
5
2
Far From It
The FOMC's regional revolt, QT ends but SOMA duration runoff begins, the size of the balance sheet and bank regs, risk-off risks rising
Nov 3
•
Barry C. Knapp
15:59
Far From It
The FOMC's regional revolt, QT ends but SOMA duration runoff begins, the size of the balance sheet and bank regs, risk-off risks rising
Nov 1
•
Barry C. Knapp
3
1
October 2025
The Policy Mosaic End Game
Detoxing the labor market, fiscal inflation, the Fed's blind spot, uneven earnings growth, another FOMC step towards neutral, the end of QT
Oct 27
•
Barry C. Knapp
13:03
The Policy Mosaic End Game
Detoxing the labor market, fiscal inflation, the Fed's blind spot, uneven earnings growth, another FOMC step towards neutral, the end of QT
Oct 25
•
Barry C. Knapp
3
1
Wait Till Next Year
Three policy shocks have reduced demand for labor and slowed growth, trade war update, the end of QT, very few cockroaches in banks, 10s below 4%
Oct 20
•
Barry C. Knapp
1
10:32
Wait Till Next Year
Three policy shocks have reduced demand for labor and slowed growth, trade war update, the end of QT, very few cockroaches in banks, 10s below 4%
Oct 18
•
Barry C. Knapp
6
Capital Account Rebalancing
A nasty reminder tariffs slow growth, global imbalances and gold in the '70s and now, the broadest measure of growth was weak in 1H25, financial…
Oct 13
•
Barry C. Knapp
1
1
14:18
Capital Account Rebalancing
A nasty reminder tariffs slow growth, global imbalances and gold in the '70s and now, the broadest measure of growth was weak in 1H25, financial…
Oct 13
•
Barry C. Knapp
3
Should Have Been 50
Low correlation could be the next weapon of mass destruction, a deep dive on capex, micro to macro analysis of tariffs, margins, the AI boom and fixed…
Oct 6
•
Barry C. Knapp
14:31
Should Have Been 50
Low correlation could be the next weapon of mass destruction, a deep dive on capex, micro to macro analysis of tariffs, margins, the AI boom and fixed…
Oct 4
•
Barry C. Knapp
6
2
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