# Ironsides Macroeconomics 'It's Never Different This Time' Macroeconomic and public policy investment strategy Page: Feed: --- ## [Monday Morning Brief](https://ironsidesmacro.substack.com/p/monday-morning-brief-0ef) _2026-08-17 · Barry C. Knapp_ 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. ## [Dovish Data](https://ironsidesmacro.substack.com/p/dovish-data) _2026-08-15 · Barry C. Knapp_ 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. ## [Monday Morning Brief](https://ironsidesmacro.substack.com/p/monday-morning-brief-32c) _2026-08-10 · Barry C. Knapp_ Don't forget about bank regulatory policy, Chairman Warsh is doing just fine, the productivity cyclical versus secular debate and some asset allocation changes ## [Real Rate Relief](https://ironsidesmacro.substack.com/p/real-rate-relief) _2026-08-08 · Barry C. Knapp_ Don't forget about bank regulatory policy, Chairman Warsh is doing just fine, the productivity cyclical versus secular debate and some asset allocation changes ## [July Payroll Preview](https://ironsidesmacro.substack.com/p/july-payroll-preview-260) _2026-08-04 · Barry C. Knapp_ We see ample evidence technology innovation adoption is leaving a disinflationary mark on the labor market. ## [Monday Morning Brief](https://ironsidesmacro.substack.com/p/monday-morning-brief-49e) _2026-08-03 · Barry C. Knapp_ The end of forward guidance is not adding volatility but removing deleterious volatility suppression and restoring normal market function. ## [Be the Ball](https://ironsidesmacro.substack.com/p/be-the-ball) _2026-08-01 · Barry C. Knapp_ The end of forward guidance is not adding volatility but removing deleterious volatility suppression and restoring normal market function. ## [Monday Morning Brief](https://ironsidesmacro.substack.com/p/monday-morning-brief-513) _2026-07-27 · Barry C. Knapp_ The markets are pushing rate hikes, and longer maturity real rates are at levels that are typically associated with equity market corrections. ## [Pop Quiz](https://ironsidesmacro.substack.com/p/pop-quiz) _2026-07-27 · Barry C. Knapp_ The markets are pushing rate hikes, and longer maturity real rates are at levels that are typically associated with equity market corrections. ## [Retro Grid Dungeon Crawler (Sponsored)](https://crawlproof.com/a/EDXWWiHLSEXM) _2026-07-27 · **Sponsored**_ Retro grid movement with first-person combat, loot and skill-tree progression. ## [Monday Morning Brief](https://ironsidesmacro.substack.com/p/monday-morning-brief-bbc) _2026-07-20 · Barry C. Knapp_ CPI disinflation, PCED is a mess, balance sheet accommodation, monetarism, is tech discounting decelerating AI capex?