Macroeconomic and public policy investment strategy
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 873 | Founded | 8 years ago | Last Issue | 8 days ago |
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ironsidesmacro.substack.comLatest Issues
Monday Morning Brief
The Fed Task Forces, the resumption of disinflation and a looming tech correction
To read the note, The Second Order Derivative
The Second Order Derivative
Note: We’ve made some significant changes to our equity sector and asset allocation models in recent weeks that we expect to make it easier to interpret and will be an important component of many investors investment process. Consequently,...
Monday Morning Brief
The majority of jobs being created are low skilled healthcare jobs at exceptionally low wages, and technology sector productivity is allowing the C-suite to cull the herd.
Read the note, Halfway There
Halfway There
The majority of jobs being created are low skilled healthcare jobs at exceptionally low wages, and technology sector productivity is allowing the C-suite to cull the herd.
In this week’s note we mark our 2026 outlook to market, dig into th...
June Payroll Preview
Churn, while no longer deteriorating, is at 1Q26 levels when the unemployment rate was near 8%. The June Conference Board Labor Differential dropped sharply in June.
Labor market signals are mixed and conflicting: manufacturing hiring is p...
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Authors
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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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