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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe only way we would get rate cuts is if something broke, says Ironsides Macroeconomics' KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss Knapp's overall investing thesis, what the latest CPI print says about the economy, and more.
Persons: Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed 'shouldn't be using forward guidance,' says Ironsides Macroeconomics' Barry KnappBarry Knapp, director of research at Ironsides Macroeconomics, Paul McCulley, former PIMCO chief economist, and CNBC's Steve Liesman join 'The Exchange' to share outlooks on the Fed's rate stance.
Persons: Barry Knapp Barry Knapp, Paul McCulley, Steve Liesman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed 'is in no position to disinvert the curve', says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, interest rate outlook, the Treasury market, and more.
Persons: ’ Barry Knapp Barry Knapp Organizations: Ironsides, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRegional banks will need to consolidate unless the Fed cuts rates aggressively, says Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the state of the economy, regional banking crisis, the Fed's inflation fight, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
The long wait between S & P 500 all-time highs is a friendly factor for forward performance, as far as historical observations go. John Kolovos of Macro Risk Advisors says, "It is OK to be bullish on the stock market (S & P 500) just not the market of stocks (everything else)," from a trend-following perspective. Barry Knapp of Ironsides Macroeconomics calculates that the equal-weight S & P is one standard deviation cheap versus the market-cap-weighted index. Remarkably, the S & P 500 first pushed above 19-times forward earnings exactly four years ago, right before the Covid crash. Well, the S & P 500 has delivered an annualized total return near 11% in the four years since.
Persons: Ned Davis, Wayne Whaley, Whaley, I've, haven't, John Kolovos, Barry Knapp, Knapp, USTs, it's, hasn't Organizations: Ned Davis Research, Foresight, Federal, noncommittal, Nvidia, Nasdaq, Deutsche Bank
The Fed went too tight too fast, says David Bahnsen
  + stars: | 2023-11-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed went too tight too fast, says David BahnsenIronsides’ Barry Knapp and Bahnsen’s David Bahnsen, join 'Closing Bell: Overtime' to discuss the markets and economy.
Persons: David Bahnsen Ironsides ’ Barry Knapp, Bahnsen’s David Bahnsen
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm in the '100 basis points of cuts' camp for 2024, says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, Treasury market volatility, and more.
Persons: ’ Barry Knapp Barry Knapp Organizations: Ironsides, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Santander's Stephen Stanley and Ironsides Macroeconomics' Barry KnappStephen Stanley, chief US economist at Santander, and Barry Knapp, director of research at Ironsides Macroeconomics, join 'The Exchange' to discuss inflation, growth in the fourth quarter, and more.
Persons: Santander's Stephen Stanley, Barry Knapp Stephen Stanley, Barry Knapp Organizations: Santander
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe economy eventually will slow, says Santander's Stephen StanleyStephen Stanley, chief US economist at Santander, and Barry Knapp, director of research at Ironsides Macroeconomics, join 'The Exchange' to discuss inflation, growth in the fourth quarter, and more.
Persons: Santander's Stephen Stanley Stephen Stanley, Barry Knapp Organizations: Santander
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ironsides Macroeconomics' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss the path to getting federal debt on a sustainable track, Fed actions injuring corporate balance sheets, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will pivot when they break something: Ironsides' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss the path to getting federal debt on a sustainable track, Fed actions injuring corporate balance sheets, and more.
Persons: Ironsides, Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher energy prices won't cause Fed to tighten further, says Ironsides' KnappBarry Knapp, Ironsides Macroeconomics director of research, joins 'Squawk Box' to discuss what higher energy prices mean for the broader economy, if the last few rate hikes have been a mistake, and more.
Persons: Ironsides, Knapp Barry Knapp
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed hasn't contributed all that much to disinflation, says Ironsides Macroeconomics’ Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the Fed's rate hike campaign, why he believes the Fed's last three rate hikes were excessive and describes the current market environment as an 'unstable equilibrium', and more.
Persons: hasn't, ’ Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 10-year Treasury yield shows that the recession is coming, says Komal Sri-KumarKomal Sri Kumar, Sri-Kumar Global Strategies president, and Barry Knapp, Ironsides Macroeconomics director of research, join 'Squawk Box' to preview Fed's rate hike decision, the impact on the markets, what to look forward to for the rest of the year, and more.
Persons: Komal, Kumar Komal Sri Kumar, Barry Knapp Organizations: Kumar Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis level of treasury inversion in the past has triggered a recession, says Ironsides' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss treasury curve inversion, banks attempting to hedge interest rate risk with cheap deposits, and more.
Persons: Ironsides, Barry Knapp Barry Knapp Organizations: Ironsides
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in a recession 'from an investor's perspective', says Ironsides Macroeconomics' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the latest market trends, why he believes the economy is in a recession, and more.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
Constitution Capital Partners has raised around $1.1 billion across two midmarket investment strategies, one that backs private-equity funds and the other that invests in companies alongside other fund managers, people familiar with the matter said. The Andover, Mass., firm continues to seek some $300 million for a third vehicle, Ironsides Opportunities Fund II, which is focused on opportunistic credit deals, the people said. The strategy targets corporate debt as well as equity instruments, including senior and other loans,...
Organizations: Capital Partners Locations: Andover, Mass
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe system is about to have a liquidity shock, says Ironsides Macroeconomics' Barry KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'The Exchange' to discuss diminishing bank reserves, the Fed's rate plan for July, and strong productivity cycle estimates.
Persons: Barry Knapp Barry Knapp Organizations: Ironsides
The Fed's 2% inflation goal is an "absolute trap," according to 40-year market veteran Barry Knapp. Knapp pointed to tightening credit conditions, suggesting more tightening from the Fed could cause a recession. Elevated prices aren't always a drag on the economy, he added, pointing to 3%-4% inflation in the 90s. "The whole 2% target is an absolute trap," The Ironsides Macroeconomics founder said in an interview with CNBC on Tuesday. But elevated inflation isn't necessarily a hindrance to the economy, Knapp said, pointing to 3%-4% inflation in the early 90s, years when the economy expanded and benefited from a huge boom in business spending.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis market has been much stronger than it has the right to be: Laffer Tengler CEONancy Tengler, CEO and chief investment officer at Laffer Tengler Investments, and Barry Knapp, managing partner at Ironsides Macroeconomics, join 'The Exchange' to discuss regional bank earnings, credit tightening leading to balance sheet derisking, and macroeconomic fallout of Fed rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Laffer Tengler's Nancy Tengler and Ironsides' Barry KnappNancy Tengler, CEO of Laffer Tengler Investments, and Barry Knapp, managing partner at Ironsides Macroeconomics, join 'The Exchange' to discuss regional bank earnings, credit tightening leading to balance sheet derisking, and macroeconomic fallout of Fed rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanking problems are solely the Fed's doing, says Ironsides' KnappBarry Knapp, Ironsides Macroeconomics managing partner and director of research, joins 'Squawk Box' to discuss the market's reaction to Wednesday's CPI report.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with the FT's Gillian Tett and Ironsides' Barry KnappGillian Tett, FT U.S. editor-at-large, and Barry Knapp, Ironsides Macroeconomics, join 'The Exchange' to discuss why Knapp thinks the Fed made a policy error, why there needs to be a blanket guarantee on bank deposits and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanks have to have blanket guarantee on uninsured deposits: Ironsides' KnappBarry Knapp, Ironsides Macroeconomics, joins 'The Exchange' to discuss why he thinks the Fed made a policy error, why there needs to be a blanket guarantee on bank deposits and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCorporations will need to be more conservative as credit availability shrinks: The Conference Board CEOSteve Odland, The Conference Board president and CEO, and Barry Knapp, Ironsides Macroeconomics, join 'The Exchange' to discuss what's happening on the front lines of the economy, where Knapp would be most interested in having exposure and more.
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