I discuss our tactical view on risk assets, the surprising resilience of capital spending plans covered in our May 29 note - link below - and the misleading macroeconomic message from the Treasury market.
https://ironsidesmacro.substack.com/p/flash-business-confidence-update
Barry C. Knapp
Managing Partner
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp