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Ironsides Macroeconomics

Strategic Economic Intelligence

Macro Strategy
Refined

Independent macroeconomic and public policy strategy for institutional investors. Utilizing our unique micro-to-macro analysis to detect turning points others miss.

Historical Perspective

"It's Never Different This Time" - Using historical analogs to inform business cycles

Micro-to-Macro Analysis

Corporate data analysis to detect macroeconomic turning points ahead of consensus

Market Practitioner Lens

3+ decades of experience analyzing economics and policy from a market participant's perspective

Three Decades of Market Excellence

Barry C. Knapp brings unparalleled expertise from leading financial institutions, combining rigorous academic theory with practical market experience.

BlackRock Financial Management

Portfolio Management

2014-2016

Managed ~$40bn in unconstrained fixed income funds, expanding research across asset classes

Barclays Capital

U.S. Portfolio Strategist

2008-2014

Built distribution to ~10,000 readers, ~60 media appearances annually, 300+ institutional client meetings

Lehman Brothers

Equity Derivatives & Principal Trading

1990s-2008

Led product innovation in sector swaps, equity options, and tactical asset allocation strategies

Guggenheim Securities

Head of Macro Research

2017-2018

Senior Managing Director leading macroeconomic and public policy research

Our Philosophy

"The battle between those drawn to the fatal conceit of central planning, and what F.A. Hayek called 'the spontaneous economic order', is again a central economic question in the aftermath of the Global Financial Crisis."

Unique Approach

While most economists focus on the same macro data series, our micro-to-macro analysis detects turning points and impacts on corporate performance that investors truly need.

Historical Foundation

Our reports titled "It's Never Different This Time" underscore our use of historical analogs to better inform business cycle analysis.

Research & Insights

Access our comprehensive macroeconomic analysis, weekly insights, and historical perspectives that institutional investors rely on for strategic decision-making.

Recent Publications

2025 Outlook: Targeting a Trifecta - by Barry C. Knapp

The Bessent Treasury ends the reliance on bill issuance, the market responds positively The FOMC reduces the policy rate to 3.25% by YE25...

Review

The Trump Trade Shock - by Barry C. Knapp

This week’s note provides a comprehensive analysis of the surprisingly large trade surplus penalties, examining their economic...

Review

Disinflation, Reflation and Inflation: '60s Déjà Vu All Over Again

Drawing parallels between current inflation dynamics and historical precedents

Historical Analysis

Key Research Areas

Equity Sector Allocation

Asset Allocation

Portfolio Risk Management

Fiscal, Monetary and Treasury Debt Management

Inflation, Growth, Employment & Capital Investment

Corporate Earnings

Weekly Podcast

"It's Never Different This Time"

Join Barry for weekly discussions on macroeconomic trends, policy implications, and market insights that matter to institutional investors.

Substack Research

Weekly Market Intelligence

Subscribe to our comprehensive research notes featuring in-depth analysis, market forecasts, and strategic insights for professional investors.

Let's Connect

For institutional investors, corporations, and banks seeking strategic macroeconomic insights and policy analysis.

Follow Our Research

bcknapp@ironsidesmacro.com

Location

Vail, Colorado