Monday Morning Brief

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Monday Morning Brief

We make some significant sector and asset allocation changes as we expect the mix of growth, and monetary policy, are on the verge of rebalancing.

Barry C. Knapp

Jun 29, 2026

∙ Paid

Read the note, Demand Destruction

*Figure 10: Buybacks are flat and capex is surging, this is a very significant, and underappreciated change.*

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/

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