Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Earnings Crunch Time
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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
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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…

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp
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