Ironsides Macroeconomics 'It's Never Different This Time'
Barry C. KnappMacroeconomic and public policy investment strategy
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 810 | Subscribers | Read | ironsidesmacro.substack.com |
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Latest Issues
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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 last week’s employment and inflation data released on December 19, Asterisk Economics
Asterisk Economics
November employment and consumer price reports were soft; however, data collection issues suggest December reports are crucial for the January FOMC meeting.
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 implications are profound.
QE Restarts
Watch now | It is QE and might be DE if they buy 2s and 3s, an ease in January is still likely if the data meets our expectations, the tariff shock is complete, thoughts from the road.
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Authors
The writers behind this newsletter.
Ironsides Macroeconomics LLC is an independent provider of macroeconomic and public policy investment strategy. Our brand, 'It's Never Different This Time', underscores our use of historical analogs to better inform the business cycle.
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