Not So Solid

Ironsides Macroeconomics 'It's Never Different This Time'

Not So Solid

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Not So Solid

The relentless rally, not so solid growth, Fed patience or obstinance, letting the dust settle, OBBBA, mercantilist currency policies

Barry C. Knapp

Jun 30, 2025

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This is an audio summary of our June 28 note, Not So Solid

*Figure 9: TCJA caused a sharp increase in the level, but not the growth rate of corporate earnings. OBBBA won’t impact the level but is likely to boost the growth rate.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.l…

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