Ironsides Macroeconomics
Ironsides Macroeconomics is an independent research and strategy firm specializing in macroeconomic analysis and public-policy insights for institutional investors, wealth managers, RIAs, banks, corporations, and sophisticated individual investors. Led by founder Barry Knapp, a seasoned Wall Street strategist with decades of experience in equity derivatives, portfolio strategy, fixed income, and macro research, the firm delivers data-driven guidance designed to help investors navigate complex economic cycles and market environments. Ironsides provides a comprehensive suite of services, including macroeconomic research, public-policy analysis, investment recommendations, portfolio-construction insights, and risk-management guidance. A signature component of its research offering is the long-running series “It’s Never Different This Time,” which uses historical market and policy analogs to uncover the underlying forces shaping cyclical and secular economic trends.
ABOUT IRONSIDES MACROECONOMICS
Ironsides Macroeconomics is an independent macroeconomic research and strategy firm that blends real-world market expertise with rigorous economic analysis.
The firm delivers insights that help investors understand how macro forces translate into market behavior and corporate fundamentals.
Ironsides applies an investor-focused approach, connecting economic trends, policy developments, and valuation dynamics to uncover opportunities that traditional macro research may overlook.
The firm provides comprehensive forecasts and asset-allocation perspectives across equities, interest rates, currencies, and credit markets.
RESEARCH & STRATEGY SERVICES
Macro Forecasts and Asset-Allocation Views – Ironsides publishes forward-looking macroeconomic outlooks and high-conviction asset-class recommendations across equities, rates, currencies, and bonds.
Historical-Context Research – Its signature series, It’s Never Different This Time, uses historical analogs to interpret current economic cycles, helping investors identify the underlying forces shaping both cyclical and long-term secular trends.
Policy and Credit-Cycle Analysis – The firm evaluates the market implications of fiscal, monetary, and regulatory policy developments, offering investors key insight into how policy shifts may influence corporate performance and broader market dynamics.
Market Commentary and Advisory – Ironsides provides ongoing strategic commentary and guidance, highlighting relative-value opportunities, risk-adjusted positioning, and market themes informed by both macro trends and corporate-level data.