Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Earnings Crunch Time
0:00
Current time: 0:00 / Total time: -11:13
-11:13

Paid episode

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

Earnings Crunch Time

Countertrend UST Rally, CBO Forecasts, Earnings Recovery Crunch Time, Growth Scare vs Recession Risk, Extending Duration
Barry C. Knapp
Jun 24, 2024
∙ Paid
Share

This audio summarizes our June 22 note, Earnings Crunch Time

Figure 3: Negative net revisions in the industrial sector are one of our biggest portfolio risks.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

@barryknapp

This institutional communicat…

This post is for paid subscribers

Ironsides Macroeconomics 'It's Never Different This Time'
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
The 10 Year Treasury Accord
 • Barry C. Knapp
Over? Did You Say Over?
 • Barry C. Knapp
Addiction
 • Barry C. Knapp
Anatomy of a Treasury Rally
 • Barry C. Knapp
Cleaning Up the Industrial Policy Mess
 • Barry C. Knapp
Silly Seasonals
 • Barry C. Knapp
Targeting 10s
 • Barry C. Knapp
Inadvertent Monetary Policy Rebalancing
 • Barry C. Knapp