Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Home
Notes
Chat
Archive
About
12:40
Broadening Boom
More on the K-shaped labor market, the risks to global trade rebalancing, investors are all in on broader, more robust growth but the data is…
 • Barry C. Knapp
Broadening Boom
More on the K-shaped labor market, the risks to global trade rebalancing, investors are all in on broader, more robust growth but the data is…
 • Barry C. Knapp
K-Shaped Labor Market: Payroll Preview
The shutdown fog is lifting over the labor market and as it does it is revealing increased slack. The unemployment rate is the key component of Friday's…
 • Barry C. Knapp
11:01
Merry New Year
Watch now | Global trade restructuring, manufacturing optimism, moribund services, monetary policy working at cross purposes
 • Barry C. Knapp
Merry New Year
Global trade restructuring, manufacturing optimism, moribund services, monetary policy working at cross purposes
 • Barry C. Knapp
2025 in Review: Surprisingly Stable Inflation
The biggest '25 surprise was the collapse in inflation volatility that drove the MOVE and VIX sharply lower.
 • Barry C. Knapp
10:42
Financial Statism
This is a video summary covering our annual thematic note released December 18, Macro Themes: Reversing Financial Statism and a second note covering…
 • Barry C. Knapp
Asterisk Economics
November employment and consumer price reports were soft; however, data collection issues suggest December reports are crucial for the January FOMC…
 • Barry C. Knapp
Macro Themes: Reversing Financial Statism
Since the Global Financial Crisis, the Fed's role in capital allocation has expanded, until now. A reversal is underway, and the investment and growth…
 • Barry C. Knapp
Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy investment strategy
Recommendations
View all 15
Stay Vigilant
Stay Vigilant
Richard Excell
Jason’s Substack
Jason’s Substack
Jason R. Vaillancourt, CFA
Pinecone Weekly Brief
Pinecone Weekly Brief
Chase Taylor
Paulsen Perspectives
Paulsen Perspectives
Jim Paulsen
Thoughts From The Divide
Thoughts From The Divide
MI2 Partners

Ironsides Macroeconomics 'It's Never Different This Time'

AboutArchiveRecommendationsSitemap
© 2026 Barry C. Knapp · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture