Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

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What the Fed Should Do

We find the risk of a major drawdown low, and aren't changing our sector or asset allocation weights but rebalancing is prudent risk management
Barry C. Knapp's avatar
Barry C. Knapp
May 11, 2026
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This is a video summary of our May 9 note, What the Fed Should Do

Figure 8: Deep inversions of the 2s10s breakeven inflation curve have forecasted inflation peaks. Deep inversions of the real rate curve have occurred during growth scares. We’ve heard a lot this week about inflation going to 4%, the market is fading the impact of energy prices.

Barry C. Kn…

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