Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

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Should Have Been 50

Low correlation could be the next weapon of mass destruction, a deep dive on capex, micro to macro analysis of tariffs, margins, the AI boom and fixed income supply
Barry C. Knapp's avatar
Barry C. Knapp
Oct 06, 2025
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This is a video summary of our October 4 note, Should Have Been 50

Figure 6: ISM does not survey prices received, the September ISM Services orders fell to 50.4 from 56.0, prices paid were 69.4 from 69.2, the headline fell to 49.9 from 52.0 and employment remained in the contraction zone at 47.2. This is a clear signal margins are under pressure due to w…

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