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We Have Currency Problems
Bye Bye Biden, Currency Problems, Not So Full Employment, Small Cap Squeeze, Manufacturing Recession, Disinversion and Mortgages
Jul 22
•
Barry C. Knapp
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We Have Currency Problems
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16:40
We Have Currency Problems
Bye Bye Biden, Currency Problems, Not So Full Employment, Small Cap Squeeze, Manufacturing Recession, Disinversion and Mortgages
Jul 22
•
Barry C. Knapp
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We Have Currency Problems
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Healthy Broadening of Disinflation
Price Stability, Broader Disinflation, July Should be on the Table, QRA, Financialization and the Small Cap Bounce
Jul 15
•
Barry C. Knapp
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Healthy Broadening of Disinflation
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13:55
Healthy Broadening of Disinflation
Price Stability, Broader Disinflation, July Should be on the Table, QRA, Financialization and the Small Cap Bounce
Jul 13
•
Barry C. Knapp
2
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Healthy Broadening of Disinflation
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Slowdown
Slowdown, Time to Cut, Trumpflation, Sector Change Ahead of Earnings
Jul 8
•
Barry C. Knapp
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Slowdown
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12:02
Slowdown
Slowdown, Time to Cut, Trumpflation, Sector Change Ahead of Earnings
Jul 6
•
Barry C. Knapp
1
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Slowdown
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Up Like a Rocket
The Tale of Two Surveys, Government Jobs, Immigration Absorbtion, Lower Churn, Fewer Hours
Jul 2
•
Barry C. Knapp
1
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Up Like a Rocket
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Hayek Shrugged
Debate Debacle, Chevron Deference Demise, Joe Six Pack's Real Wage Struggle, Capex Plans and Labor Demand Weakening, Portfolio Update
Jul 1
•
Barry C. Knapp
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Hayek Shrugged
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14:43
June 2024
Hayek Shrugged
Debate Debacle, Chevron Deference Demise, Joe Six Pack's Real Wage Struggle, Capex Plans and Labor Demand Weakening, Portfolio Update
Jun 29
•
Barry C. Knapp
3
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Hayek Shrugged
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Earnings Crunch Time
Countertrend UST Rally, CBO Forecasts, Earnings Recovery Crunch Time, Growth Scare vs Recession Risk, Extending Duration
Jun 24
•
Barry C. Knapp
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Earnings Crunch Time
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11:13
Earnings Crunch Time
Countertrend UST Rally, CBO Forecasts, Earnings Recovery Crunch Time, Growth Scare vs Recession Risk, Extending Duration
Jun 22
•
Barry C. Knapp
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Earnings Crunch Time
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The Good Place
Increasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good Place
Jun 17
•
Barry C. Knapp
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The Good Place
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12:09
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