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2026 Outlook: Duration Tightening
Run it Hot, Privatizing the Fed's Balance Sheet, Dollar Devaluation and the AI Boom
Dec 6, 2025
•
Barry C. Knapp
27
6
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Discussions
11:43
Monday Morning Video Brief
Fear & Loathing of the Long Bond
Jun 8
•
Barry C. Knapp
6
1
Fear & Loathing of the Long Bond
The Treasury market is under pressure, but it is a bigger issue for stocks than for bonds, for now.
Jun 6
•
Barry C. Knapp
18
2
May Payroll Preview
The 'Low Churn, Slow Burn' labor market muddles along
Jun 2
•
Barry C. Knapp
15
1
14:22
Ironsides Monday Morning Brief
Summarizing our May 30 Note: Breakeven Disinversion
Jun 1
•
Barry C. Knapp
Breakeven Disinversion
The breakeven inflation curve is sending an unmistakable signal that the energy price spike is very similar to tariffs. Never go full Trichet.
May 30
•
Barry C. Knapp
15
1
19:18
Guidance
Forward guidance when the policy rate is not zero is headed for the dust bin of history. The only hedge for the capex boom is cash, not non-tech…
May 25
•
Barry C. Knapp
4
Guidance
Our recommendation to reduce risk leans into the idea that the only hedge for the capex boom is cash, not non-tech sectors.
May 23
•
Barry C. Knapp
14
1
14:42
Risk Reduction
This week's inflation reports are primarily an issue for profit margins, like tariffs in '25.
May 18
•
Barry C. Knapp
2
Risk Reduction
This week's inflation reports are primarily an issue for profit margins, like tariffs in '25.
May 16
•
Barry C. Knapp
28
2
4
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