Macroeconomic and public policy investment strategy
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 886 | Founded | 8 years ago | Last Issue | 8 days ago |
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ironsidesmacro.substack.comLatest Issues
Monday Morning Brief
Treasury Secretary Bessent should reduce issuance of 20s and 30s and increase supply in the belly of the curve. He hinted at this on CNBC Thursday.
Read the note, Twist and Shout
Twist and Shout
Treasury Secretary Bessent should reduce issuance of 20s and 30s and increase supply in the belly of the curve. He hinted at this on CNBC Thursday.
In this week’s note we reconcile our secular bond bear view and asset allocation fixed inco...
Monday Morning Brief
AI Duration, Fed Reform and the Long End. The flawed target, benchmark and model. Bank equities are pointing to more constructive monetary policy in the US and Japan.
Read the note Dovish Data
Dovish Data
AI Duration, Fed Reform and the Long End. The flawed target, benchmark and model. Bank equities are pointing to more constructive monetary policy in the US and Japan.
In this week’s note:
Monday Morning Brief
Don't forget about bank regulatory policy, Chairman Warsh is doing just fine, the productivity cyclical versus secular debate and some asset allocation changes
Read the note, Real Rate Relief
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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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