The Policy Mosaic

Ironsides Macroeconomics 'It's Never Different This Time'

The Policy Mosaic

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The Policy Mosaic

An unstable policy equilibrium, IEEPA and degrees of freedom, soft data hardens, hard data softens, setting Fannie and Freddie loose

Barry C. Knapp

Jun 02, 2025

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This is an audio summary of our May 31 note, The Policy Mosaic

*Figure 6: Manufacturing capital spending plans rebounded sharply, not so for service providing industries.*

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/

@barryknapp

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