Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Share this post

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Communication Challenge

Communication Challenge

The Davos contrarian indicator, Fed's denial, and cyclical manufacturing recovery

Barry C. Knapp's avatar
Barry C. Knapp
Jan 25, 2020
∙ Paid

Share this post

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Communication Challenge
Share

The Force is Strong in the Davos Person

At the core of our 2020 outlook are three tailwinds we expect to push stock prices higher, credit spreads tighter and suppress volatility until 2Q20; a recovery in global manufacturing, easing monetary policy and strong real wage growth¹. We also offered five macro trends for 2020 and beyond, deglobalization, the f…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Barry C. Knapp
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share