Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Home
Notes
Chat
Archive
About
Correlation is Key
Low correlation of prices, earnings, and inflation are evidence of tight fiscal and monetary policy, as is weak demand for labor
 • 
Barry C. Knapp
13:36
Correlation is Key
Low correlation of prices, earnings, and inflation are evidence of tight fiscal and monetary policy, as is weak demand for labor
 • 
Barry C. Knapp
Flawed Fed Frameworks
The fiscal theory, the hard data catches down to the soft data, excessive labor slack, the Fed is on track for a repeat of September '24, growth scare…
 • 
Barry C. Knapp
13:44
Flawed Fed Frameworks
The fiscal theory, the hard data catches down to the soft data, excessive labor slack, the Fed is on track for a repeat of September '24, growth scare…
 • 
Barry C. Knapp

July 2025

Payrolls Preview: Abundant Slack
Bias to Pause, Powell's Risky Balance Theory, Abundant Slack Regime, The Fed's Fatal Flaw, Buy Vol for a Trade
 • 
Barry C. Knapp
Macro Investing Super Bowl Week
Global equities like higher tariffs, the big macro week, Treasury financing, the FOMC meeting, lower breakeven inflation rates, earnings imply weak…
 • 
Barry C. Knapp
13:04
Macro Investing Super Bowl Week
Global equities like higher tariffs, the big macro week, Treasury financing, the FOMC meeting, lower breakeven inflation rates, earnings imply weak…
 • 
Barry C. Knapp
Let's Be Independent Together
The collapse in inflation correlation, core growth slows further, the independence bruhaha, another Fed/Treasury Accord to stabilize government debt…
 • 
Barry C. Knapp
15:43
Let's Be Independent Together
The collapse in inflation correlation, core growth slows further, the independence bruhaha, another Fed/Treasury Accord to stabilize government debt…
 • 
Barry C. Knapp
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
 • 
Barry C. Knapp
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
 • 
Barry C. Knapp
Looking Past the Detox
OBBBA is not TCJA, Shaky Small Business Sector, Weak Employment Internals, the Rally Rolls On
 • 
Barry C. Knapp
12:49
© 2025 Barry C. Knapp
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture