Defiance

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Defiance

The Powell Fed resistance to supply side tax policy, the UST market rejects the regional revolt, Sam I Am and AI Credit, China's 'L' shaped economy

Barry C. Knapp

Nov 17, 2025

∙ Paid

This is a video summary of our November 15 note, Defiance

*Figure 5: The Fed, rather than facilitating increased capital investment in 2018, was an impediment. The staff likely viewed corporate tax cuts as inflationary.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.c…

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