Ironsides Macroeconomics 'It's Never Different This Time'

Reconciliation, Retroactivity and back-to-work momentum returnsToday’s podcast focuses on our note released December 31 titled The President's GambitPlease consider becoming a paid subscriber, or if y...

4 Jan 202110min

Stimulus disruption, capex recovery, jobless claims seasonality, and reflationToday’s podcast focuses on our note released Dec 24 titled Fiscal Follies. With the publication of that note we also unres...

28 Des 202011min

B.C. (Before Covid), regulatory policy worsened the panic, dynamism, the recovery playbook and the wall of worryThe final note of our three-part outlook notes is outside the paywall, we encourage you ...

21 Des 20206min

Why we suggest spending 10-15 minutes every Monday morning listening to the Ironsides Macroeconomics LLC ‘It’s Never Different This Time’ weekly podcastBarry C. KnappManaging PartnerDirector of Resear...

16 Des 20203min

Echoes of '60s policy mistakes, Schumpeter's Gale, Capital for Labor, Deglobalization and the End of the 39-Year Bond Bull MarketPlease consider becoming a paid subscriber, or if you are an institutio...

14 Des 202012min

Three Tailwinds and Looming Policy RisksPlease consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain acces...

7 Des 202014min

The manufacturing and capex recovery continuesPlease consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain...

30 Nov 20209min

Fed resistance to repurposing taxpayer funds, Gig workers go back to work and cyclicals continue to outperformPlease consider becoming a paid subscriber, or if you are an institutional client, on boar...

23 Nov 202015min