Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
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
•
Barry C. Knapp
Share this post
Unhealthy Broadening Out
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
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
•
Barry C. Knapp
1
Share this post
Unhealthy Broadening Out
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
Macro Regime Change
Macro regime change, Super Core Momo, QT Clarity, Allocation Update
Apr 15
•
Barry C. Knapp
Share this post
Macro Regime Change
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
12:40
Macro Regime Change
Macro regime change, Super Core Momo, QT Clarity, Allocation Update
Apr 13
•
Barry C. Knapp
3
Share this post
Macro Regime Change
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
Higher and Steeper
No Quadrilemma resolution, Inflation Week, Earnings Preview and Asset Allocation
Apr 8
•
Barry C. Knapp
1
Share this post
Higher and Steeper
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
13:52
Higher and Steeper
No Quadrilemma resolution, Inflation Week, Earnings Preview and Asset Allocation
Apr 6
•
Barry C. Knapp
7
Share this post
Higher and Steeper
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
Pivotal Payrolls
Payrolls, Policy & Treasury Supply, Immigration, Churn & Wage Growth, Abundant Evidence of Weaker Labor Demand, Except for the Most Widely Watched…
Apr 3
•
Barry C. Knapp
7
Share this post
Pivotal Payrolls
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
Fiscal on Fire
The '95 analog revisited, fundamental earnings momentum, fiscal boom, the Fed's balance sheet and malinvestment, record low implied correlation
Apr 1
•
Barry C. Knapp
Share this post
Fiscal on Fire
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
15:06
March 2024
Fiscal on Fire
The '95 analog revisited, fundamental earnings momentum, fiscal boom, the Fed's balance sheet and malinvestment, record low implied correlation
Mar 30
•
Barry C. Knapp
8
Share this post
Fiscal on Fire
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
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
•
Barry C. Knapp
1
Share this post
Itching to Ease
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
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
•
Barry C. Knapp
7
Share this post
Itching to Ease
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
Stag Week
Weak consumption, price stability at a higher rate of inflation, FOMC preview, QT, China still uninvestable, keep your powder dry
Mar 18
•
Barry C. Knapp
7
Share this post
Stag Week
ironsidesmacro.substack.com
Copy link
Facebook
Email
Note
Other
13:28
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts