Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

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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'
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Ironsides Macroeconomics 'It's Never Different This Time'

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