Ironsides Macroeconomics 'It's Never Different This Time' Macroeconomic and public policy investment strategy
Ironsides Macroeconomics 'It's Never Different This Time' • 6 likes • 14 Jan 23 Don't Fight the 2s Fed fighting the 2s, 3-month macro rule, disinflation, banks on track for a face ripping rally
Ironsides Macroeconomics 'It's Never Different This Time' • 5 likes • 28 Jan 23 Landings & Rebalancing Slowing labor income, Fed preview, QT, M2, capex, industrial margins and earnings
Ironsides Macroeconomics 'It's Never Different This Time' • 5 likes • 01 Feb 23 January Payroll Preview FOMC first thoughts, labor demand, the slack conundrum and Great Reallocation
Ironsides Macroeconomics 'It's Never Different This Time' • 4 likes • 04 Jan 23 Structural Shortage December Employment Preview
Ironsides Macroeconomics 'It's Never Different This Time' • 4 likes • 21 Jan 23 When VC Brainard Speaks, People Listen Growth scare, 25 and done, rolling recession, debt ceiling, equal weighting equites
Ironsides Macroeconomics 'It's Never Different This Time' • 3 likes • 07 Jan 23 Return to Normalcy Wage gamechanger, asset deflation and QT, a bank credit deep dive and a return to normalcy in labor markets.
