Say What You Mean

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The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

Say What You Mean

We dig into the macro and micro capital spending data this week.

Barry C. Knapp

May 04, 2026

∙ Paid

This is a video summary of our weekly note dated May 2, Say What You Mean

*Figure 14: Surging net revisions for the industrials sector, given that this measure is not cap weighted, is encouraging for the broadening capex thesis.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.l…

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