Ironsides Macroeconomics 'It's Never Different This Time'

Supply side stimulus, economic momentum, earnings surprise and Fed strategyPlease listen to our podcast for a summary of the latest weekly note Ironsides MacroeconomicsFigure 6: The US economic surpri...

20 Jul 20207min

The labor market recovery continues, corporate tax politics & an earnings season rallyPlease listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics LLCWe did not r...

13 Jul 20209min

US innovation, back to work, capex plans recover, wage rigidity and imported deflationPlease listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsi...

22 Jun 202010min

The Fed forecast ignites a risk-off episode and a look at fiscal and monetary policy post-electionPlease listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: ht...

16 Jun 202013min

Don't fight the business cycle, a global trade and capex recovery, payrolls review and Treasury market strugglesPlease listen to our podcast for a summary of the latest weekly note from Ironsides Macr...

8 Jun 202012min

Yield curve control, early signs of recovery, sector recommendation changes and more balanced equity market risk/rewardListen to our podcast for a summary of the latest weekly note from Ironsides Macr...

1 Jun 202011min

Lockdowns, beyond put/call ratios, a housing recovery and the Roaring '20s?Listen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack....

26 Mai 20207min

Billionaires' row, socialism with Chinese characteristics and creative destructionListen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.su...

18 Mai 20209min