Barry Knapp

Macro analysts Julian Brigden and Barry Knapp discuss the current macro landscape and its impact on investment strategy. Steven McClurg, Leo Mizuhara, and Matt Hougan explore the macroeconomic dynamics driving crypto price action, including Bitcoin's relationship with inflation and its performance during the COVID pandemic.

Barry Knapp from Ironsides Macro shares insights from his note, 'The 10 Year Treasury Accord,' analyzing the Federal Reserve's latest quantitative easing measures. He dives into the bond market dynamics, highlighting fiscal policy challenges and the implications of trade tensions. Knapp discusses the complexities of managing the federal deficit, the relationship between government spending and GDP, and offers a cautious outlook on gold prices amidst global economic shifts.

Financial expert Barry Knapp discusses the Fed's policies, Lehman Brothers retrospective, interbank lending market, and the role of Fannie & Freddie in subprime securitized products. Delve into the moral hazard in the banking system before the Great Financial Crisis (GFC) of 2008 and Lehman's exposure to commercial real estate.

Barry Knapp, from Ironside Macroeconomics, unpacks the complex world of Treasury financing and its critical role in economic stability. He discusses recent trade policy decisions, including controversial copper tariffs, and their ripple effects on markets and industries. Barry highlights how these policies challenge agricultural producers and the broader economic landscape. Additionally, he critiques the Federal Reserve's handling of the labor market and its implications for employment amid ongoing economic shifts.

Barry Knapp of Ironsides Macroeconomics discusses the economy and markets in 2024. Topics include the Fed's influence, recovery in earnings, deflationary shock in goods prices, interest rates, bond rally, yield curve inversions, and stock outlook.