Ironsides Macroeconomics
Ironsides Macroeconomics is a premier independent research and strategy firm specializing in macroeconomic analysis and public-policy insights for institutional investors, wealth managers, and banks. Led by founder Barry Knapp, a seasoned Wall Street strategist with decades of experience at Lehman Brothers, Barclays, and BlackRock, the firm delivers data-driven guidance designed to help investors navigate complex economic cycles. Unlike traditional macroeconomic research, Ironsides utilizes a "micro-to-macro" approach, extracting signals from corporate data to identify turning points in the business cycle and assess how macroeconomic shifts influence real-world performance. A signature component of the firm’s research is the long-running series "It’s Never Different This Time." This influential publication uses historical market and policy analogs to uncover the underlying forces shaping both 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.
Led by founder Barry Knapp, the firm applies an investor-focused approach, connecting economic trends, policy developments, and valuation dynamics to uncover opportunities that traditional macro research often overlooks.
A cornerstone of the firm’s thought leadership is the publication and podcast series "It’s Never Different This Time." This research reflects the firm’s belief in the enduring, cyclical patterns of economic behavior.
By integrating historical analogs into its modern analysis, Ironsides helps institutional clients clarify the forces driving today’s secular trends.
Currently, the firm remains at the forefront of the global discourse, providing critical analysis on Federal Reserve policy independence, geopolitical energy shocks, and the long-term impacts of trade-related supply constraints.
CORE SOLUTIONS & CLIENT SERVICES
Macroeconomic Research: Specialized forecasts and asset allocation views across major asset classes, including equities, interest rates, and currencies.
Public-Policy Analysis: Expert assessment of how legislative and regulatory shifts affect market liquidity and corporate earnings.
Investment Recommendations: Conviction-driven insights published when the intersection of economy and policy creates high-value market opportunities.
Portfolio Construction Insights: Guidance on balancing risk across diverse market environments, with a primary focus on U.S. and G7 economies.
Risk Management Guidance: Data-driven modeling to help firms anticipate and mitigate the effects of sudden macro volatility or fiscal imbalances.
Multimedia Insights: Regular commentary delivered through a dedicated subscription platform, featuring weekly summaries and discussions with industry leaders.