In this video, Barry Knapp shares a high-conviction take on today’s macro and market backdrop, covering inflation, tariff-driven margin pressure, and what may drive the next move in Treasury yields—plus key sector takeaways and near-term opportunities.
Barry Knapp, a recent addition to MI2’s research team and Principal of Ironsides Macroeconomics authored this piece. Barry specializes in the intersection of macro fundamentals and market mechanics—and his framework is especially relevant right now as investors weigh inflation direction, earnings risk, and the volatility regime. This piece covers the inflation “non-event,” the next phase of rates risk, and a key volatility/correlation signal as earnings season begins.