Audio: Incredibility - by Barry C. Knapp

Ironsides Macroeconomics 'It's Never Different This Time'

Audio: Incredibility

0:00

-13:24

Paid episode

The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

Audio: Incredibility

Fiscal stagflation, currency chaos, the Sahm Rule and who will buy the bonds

Sep 26, 2022

∙ Paid

This audio recap focuses on our September 17 note, Incredibility

Figure 5: Net revisions, the leading indicator for earnings estimates, increased during conference season. It seems unlikely this will be the quarter when the earnings shoe will drop.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesm…

This post is for paid subscribers

Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy

Listen on

Substack App

Spotify

RSS Feed

Appears in episode

Barry C. Knapp

Recent Episodes

Unhealthy Broadening Out

Apr 22 • Barry C. Knapp

Macro Regime Change

Apr 15 • Barry C. Knapp

Higher and Steeper

Apr 8 • Barry C. Knapp

Apr 1 • Barry C. Knapp

Itching to Ease

Mar 25 • Barry C. Knapp

Mar 18 • Barry C. Knapp

Quadrilemma Back on Track

Mar 11 • Barry C. Knapp

Labor Market Conundrums

Mar 4 • Barry C. Knapp

#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