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Addiction
Addicted to spending, policy put strikes, weak labor demand but the Fed doesn't see it, yet...
Mar 8
•
Barry C. Knapp
2
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Ironsides Macroeconomics 'It's Never Different This Time'
Addiction
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Anatomy of a Treasury Rally
Solidification of the Soft Patch, More on the Messy Cleanup from Industrial Policy
Mar 3
•
Barry C. Knapp
4
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Ironsides Macroeconomics 'It's Never Different This Time'
Anatomy of a Treasury Rally
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11:16
Anatomy of a Treasury Rally
Solidification of the Soft Patch, More on the Messy Cleanup from Industrial Policy
Mar 1
•
Barry C. Knapp
4
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Ironsides Macroeconomics 'It's Never Different This Time'
Anatomy of a Treasury Rally
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February 2025
Cleaning Up the Industrial Policy Mess
The Difficult Transition from Industrial to Supply Side Policy, the Increasing Probability of a Growth Scare Correction in Equities and Rally in…
Feb 24
•
Barry C. Knapp
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11:20
Cleaning Up the Industrial Policy Mess
The Difficult Transition from Industrial to Supply Side Policy, the Increasing Probability of a Growth Scare Correction in Equities and Rally in…
Feb 22
•
Barry C. Knapp
3
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Ironsides Macroeconomics 'It's Never Different This Time'
Cleaning Up the Industrial Policy Mess
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Silly Seasonals
Silly Seasonals, Inflation is Always & Everywhere a Fiscal and Monetary Phenomenon, Wage Disinflation, Comfortably Long Equities and Taking a Flier on…
Feb 18
•
Barry C. Knapp
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13:01
Silly Seasonals
Silly Seasonals, Inflation is Always & Everywhere a Fiscal and Monetary Phenomenon, Wage Disinflation, Comfortably Long Equities and Taking a Flier on…
Feb 15
•
Barry C. Knapp
3
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Ironsides Macroeconomics 'It's Never Different This Time'
Silly Seasonals
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Targeting 10s
The More Dangerous of the Evil Twin Deficits, the Centrality of Spending, Population Out of Control, Adding More Financial Sector Exposure
Feb 10
•
Barry C. Knapp
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13:38
Targeting 10s
The More Dangerous of the Evil Twin Deficits, the Centrality of Spending, Population Out of Control, Adding More Financial Sector Exposure
Feb 8
•
Barry C. Knapp
3
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Ironsides Macroeconomics 'It's Never Different This Time'
Targeting 10s
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Payroll Preview: Another Big January?
Why Payrolls Matter, Seasonal Struggles, Underestimated Slack, The Churn Collapse and the Price Theory of Labor Demand
Feb 4
•
Barry C. Knapp
3
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Ironsides Macroeconomics 'It's Never Different This Time'
Payroll Preview: Another Big January?
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Inadvertent Monetary Policy Rebalancing
Big Tech's Moat, Fed Policy Rebalancing, Weak Capex, Healthcare Disruption Resistance
Feb 3
•
Barry C. Knapp
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13:45
Inadvertent Monetary Policy Rebalancing
Big Tech's Moat, Fed Policy Rebalancing, Weak Capex, Healthcare Disruption Resistance
Feb 1
•
Barry C. Knapp
4
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Ironsides Macroeconomics 'It's Never Different This Time'
Inadvertent Monetary Policy Rebalancing
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