Risk Reduction

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Risk Reduction

This week's inflation reports are primarily an issue for profit margins, like tariffs in '25.

Barry C. Knapp

May 18, 2026

∙ Paid

This is a video summary of our May 16 note, Risk Reduction

*Figure 10: The Fed’s rate policy easing and Treasury reliance on bill issuance, as well as slower government spending growth stabilized income expense, for now.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.…

This post is for paid subscribers

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