Ironsides Macroeconomics 'It's Never Different This Time'

Reflation & recovery, tax & spend, fade the Fed reactionCNBC Reflation & RecoveryFigure 2: The recovery of import prices began with détente in the Trump trade war and has continued through the pandemi...

21 Syys 202010min

Skew collapses as Nasdaq positions get rinsed, banks are flush & inflation awakensPlease listen to our podcast for a summary of the latest weekly note 2020 QE is Different this TimeFigure 2: Most inve...

14 Syys 202015min

The Nasdaq whale, fiscal cliff that wasn't and a week of mostly chartsPlease listen to our podcast for a summary of the latest weekly note A Whale of a Short Gamma PositionFigure 12: The spread betwee...

8 Syys 202011min

The Fed scraps the Phillips Curve, inflation expectations rising and the case for anti-trustBloomberg TV: "The market continues to defy us and just grind higher"Please listen to our podcast for a summ...

31 Elo 20208min

The folly of collectivism, reflation, small business credit supply and real rate riskI will be appearing on Bloomberg TV with Jonathan Ferro at 9:30 AM EST on MondayPlease listen to our podcast for a ...

17 Elo 202013min

Macro momentum & pandemic progress offset policy stumbles, real rate reversal risk, and the labor market recovery continues unabatedPlease listen to our podcast for a summary of the latest weekly note...

10 Elo 202011min

Here is our appearance this morning on CNBC:https://www.cnbc.com/video/2020/08/03/ironsides-barry-knapp-on-tech-macro-trends-that-began-pre-coronavirus.htmlThe 4th industrial revolution, reduce risk, ...

3 Elo 202011min

Micro to macro, high powered money, the tech wreck, Keynesian stimulus and herd immunityPlease listen to our podcast for a summary of the latest weekly note Rational Expectations I will be appearing o...

27 Heinä 202012min