The Trump Trade Shock

Playback speed

×

Share post

Share post at current time

0:00

/

0:00

Paid episode

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

The Trump Trade Shock

Trade Surplus Penalties, Clashing Over Commerce, Agenda Derailment Risk, Recession Watch, Buy When There's Blood in the Streets

Barry C. Knapp

Apr 07, 2025

∙ Paid

This video summarizes our April 5 note, The Trump Trade Shock

*Figure 12: We heard someone on Bloomberg TV describe the decline as orderly, realized S&P 500 volatility at 40 is far from orderly.*

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/

@barr…

This post is for paid subscribers

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts