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2025 Outlook: Targeting a Trifecta
Policy regime shift, Productivity boom, Sustainable Disinversion, 70/30 Asset Allocation
Dec 7, 2024
•
Barry C. Knapp
22
The Road to Redemption
Watch now | The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not…
Sep 22
•
Barry C. Knapp
2
6:01
The Road to Redemption
The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not a bubble…
Sep 22
•
Barry C. Knapp
1
14:08
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Discussions
The Road to Redemption
The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not a bubble…
Sep 20
•
Barry C. Knapp
3
15:21
History is a Pack of Lies
Labor market recession, hysteresis and the Fed's mandate, labor churn picking up but slack still increasing, we are a buyer from sellers of the Fed news
Sep 15
•
Barry C. Knapp
History is a Pack of Lies
Labor market recession, hysteresis and the Fed's mandate, labor churn picking up but slack still increasing, we are a buyer from sellers of the Fed news
Sep 13
•
Barry C. Knapp
9
15:16
Get on With It
100bp of cuts coming soon, solid as quicksand labor market, the Fed finances the Treasury, inflation preview, leaning into rate cuts in equities and…
Sep 8
•
Barry C. Knapp
4
Get on With It
100bp of cuts coming soon, solid as quicksand labor market, the Fed finances the Treasury, inflation preview, leaning into rate cuts in equities and…
Sep 6
•
Barry C. Knapp
5
Payroll Preview: Negative Mo
Negative momentum, excess supply, cooling wage growth, negative convexity, "Let's Get on with It"
Sep 3
•
Barry C. Knapp
4
12:31
Discounting the Detox
The mix of growth matters more than the level, Powell's Pivot, Capex Plans struggling with Tariffs, Industrials update, GenAI gut check
Sep 2
•
Barry C. Knapp
1
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