Macroeconomic and public policy investment strategy
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 908 | Founded | 8 years ago | Last Issue | 5 days ago |
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ironsidesmacro.substack.comLatest Issues
Monday Morning Brief
The FOMC’s loose financial conditions assessment appears to have overly reliant on the stock market and a superficial analysis of credit markets.
We enter the final stretch of 2026 with the Fed’s hawkish pivot—not fiscal supply or persiste...
The Stretch Run: 2018 Looms Large
The FOMC’s loose financial conditions assessment appears to have overly reliant on the stock market and a superficial analysis of credit markets.
Executive Summary
Monday Morning Brief
All things are never equal, and they’re not equal now
Executive Summary
Ceteris Paribus
All things are never equal, and they’re not equal now
Back on schedule, we thank you for your patience during our busy travel schedule this month. We have one more trip, this time back to NYC on October 26 & 27.
Monday Morning Brief
Any disinflationary impulse from the Fed’s rate hike(s) is likely to be swamped by the longer run inflationary effect on financing government debt
Read the note, Bad Breadth
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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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