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

Unhealthy Broadening Out

Correlation Spike Risk, Earnings Season Phases 2 & 3, Our Financial Conditions Framework, The Big Four Macro Reports & Monetary Policy, Retesting 5%

Apr 22 •

13:31

Unhealthy Broadening Out

Correlation Spike Risk, Earnings Season Phases 2 & 3, Our Financial Conditions Framework, The Big Four Macro Reports & Monetary Policy, Retesting 5%

Apr 20 •

Macro Regime Change

Macro regime change, Super Core Momo, QT Clarity, Allocation Update

Apr 15 •

12:40

Macro Regime Change

Macro regime change, Super Core Momo, QT Clarity, Allocation Update

Apr 13 •

Higher and Steeper

No Quadrilemma resolution, Inflation Week, Earnings Preview and Asset Allocation

Apr 8 •

13:52

Higher and Steeper

No Quadrilemma resolution, Inflation Week, Earnings Preview and Asset Allocation

Apr 6 •

Pivotal Payrolls

Payrolls, Policy & Treasury Supply, Immigration, Churn & Wage Growth, Abundant Evidence of Weaker Labor Demand, Except for the Most Widely Watched…

Apr 3 •

The '95 analog revisited, fundamental earnings momentum, fiscal boom, the Fed's balance sheet and malinvestment, record low implied correlation

Apr 1 •

15:06

March 2024

The '95 analog revisited, fundamental earnings momentum, fiscal boom, the Fed's balance sheet and malinvestment, record low implied correlation

Mar 30 •

Itching to Ease

Two Fed Puts, The Financial (In)Stability Rate, The Third Mandate, Growth Scare Mixed Outlook, Stick to the Tech, Industrials, Energy and Short Duration…

Mar 25 •

14:27

Itching to Ease

Two Fed Puts, The Financial (In)Stability Rate, The Third Mandate, Growth Scare Mixed Outlook, Stick to the Tech, Industrials, Energy and Short Duration…

Mar 23 •

Weak consumption, price stability at a higher rate of inflation, FOMC preview, QT, China still uninvestable, keep your powder dry

Mar 18 •

13:28

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts