Not So Hot

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Not So Hot

In our 2006 outlook, the only scenario where 10s would fall below 4% was much weaker than expected growth, cyclical stocks look offsides and the Fed is behind the curve, again

Barry C. Knapp

Mar 02, 2026

∙ Paid

This is a video summary of our February 28 note, Not So Hot

*Figure 4: Although lower rates are a net positive, the inversion of the curve out to 5 years is an impediment to bank lending.*

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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