Ironsides Macroeconomics 'It's Never Different This Time'8 Heinä 2019

The Dynamic US Economy Podcast

Please listen to our weekly podcast summarizing our June 22 note and consider becoming a paid subscriber, if you are not already, to read the full note You’re Really Going to Cut After Friday?Following the May employment report, we reiterated our view that the obsession with the statistical noise monthly net change in employment rather than trends in labor market turnover risked getting the economic and inflation outlook wrong. We saw little evidence that the recovery in labor market dynamism and consumer spending from the negative wealth effect associated with the 4Q18 ECB/BOJ/Fed quantitative tightening stock market crash, had been interrupted by trade policy uncertainty. In our view, weak global trade explains soft growth in export dependent countries, however, the drift lower in ISM manufacturing was attributable to inventory destocking due to the transitory 1Q19 consumer spending slowdown. In other words weak global trade is having little effect on US growth.Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://www.linkedin.com/in/barry-c-knapp/@barryknapp This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

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Jaksot(182)

The Year in Review: 5% or Bust

This audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or BustBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@...

26 Joulu 202310min

Growth Scare Ahead

This audio summarizes our November 25 note, Growth Scare AheadBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.c...

27 Marras 20238min

Demonetization

This audio summarizes our October 21 note, Demonetization.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/i...

23 Loka 202317min

Productivity & Policy: Jackson Hole Review

This audio summarizes our August 28 note, Productivity & Policy: Jackson Hole ReviewBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.com...

29 Elo 20239min

Tightening Financial Conditions

This audio summarizes our August 19 note, Tightening Financial ConditionsBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www...

22 Elo 202314min

A Real Bear Steepener

A Real Bear SteepenerBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis insti...

8 Elo 202312min

Housing is Not Yet in Balance

This audio summarizes our July 31 note, Housing is Not Yet in BalanceBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.lin...

2 Elo 202311min

Unstable Equilibrium

This audio summarizes our July 22 note, Unstable EquilibriumBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com...

25 Heinä 202314min