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Monday Morning Video Brief

Refunds: Tariff refunds began in May and are likely to boost earnings and margins for consumer sectors.

Barry C. Knapp

Jun 15, 2026

∙ Paid

Read the note, Refunds

*Figure 7: The market has moved on from the energy spike, so should the Fed*

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/

Follow us on X @barryknapp

This institutional communication has been prepared by Ironsides Macroeconom…

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