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The Road to Redemption
The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not a bubble…
6 hrs ago
•
Barry C. Knapp
1
History is a Pack of Lies
Labor market recession, hysteresis and the Fed's mandate, labor churn picking up but slack still increasing, we are a buyer from sellers of the Fed news
Sep 15
•
Barry C. Knapp
15:21
History is a Pack of Lies
Labor market recession, hysteresis and the Fed's mandate, labor churn picking up but slack still increasing, we are a buyer from sellers of the Fed news
Sep 13
•
Barry C. Knapp
9
Get on With It
100bp of cuts coming soon, solid as quicksand labor market, the Fed finances the Treasury, inflation preview, leaning into rate cuts in equities and…
Sep 8
•
Barry C. Knapp
4
15:16
Get on With It
100bp of cuts coming soon, solid as quicksand labor market, the Fed finances the Treasury, inflation preview, leaning into rate cuts in equities and…
Sep 6
•
Barry C. Knapp
5
Payroll Preview: Negative Mo
Negative momentum, excess supply, cooling wage growth, negative convexity, "Let's Get on with It"
Sep 3
•
Barry C. Knapp
4
Discounting the Detox
The mix of growth matters more than the level, Powell's Pivot, Capex Plans struggling with Tariffs, Industrials update, GenAI gut check
Sep 2
•
Barry C. Knapp
1
12:31
August 2025
Discounting the Detox
The mix of growth matters more than the level, Powell's Pivot, Capex Plans struggling with Tariffs, Industrials update, GenAI gut check
Aug 30
•
Barry C. Knapp
8
The End of Unbalanced Policy
Yield curves, bank profitability, portfolio holdings and bond index duration suggest the policy rate is tight. Price costing and pricing power (lack…
Aug 25
•
Barry C. Knapp
14:39
The End of Unbalanced Policy
Yield curves, bank profitability, portfolio holdings and bond index duration suggest the policy rate is tight. Price costing and pricing power (lack…
Aug 23
•
Barry C. Knapp
8
Fed Balance Sheet Duration
Liquidity, Bitcoin and Duration
Aug 18
•
Barry C. Knapp
5
Inflation Forecast Shortfall
The yield curve signals screams ease, inflation is not near the Fed's forecast, the tariff tax effect on spending, China's deflationary vortex, small…
Aug 18
•
Barry C. Knapp
14:09
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