When the Chaos Hits the Fan

Ironsides Macroeconomics 'It's Never Different This Time'

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When the Chaos Hits the Fan

Fasten your seatbelts, inflation week, employment benchmark revision, the Fed's balance sheet and rate pivot, energy and financial earnings

Barry C. Knapp

Jul 14, 2025

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This is an audio summary of our July 12 note, When the Chaos Hits the Fan

*Figure 8: Downside inflation surprises have been persistent. Maybe it’ll be different this time.*

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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