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Midweek Macro Note: The Energy Situation This Week, NFP Preview - July, Asia Update Part 8

In the Midweek Macro Note we discuss the energy situation this week, talk about our nonfarm preview for tomorrow, and highlight Asia in 'Asia Update Pt 8'...
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MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store
In this brief offerings update, we discuss MacroEdge Oil and Gas Research - arriving this weekend - a transformative MacroEdge offering for the energy…
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War Note: A Crude Time for Patience, TACO-Howitzer, Latest Hormuz Developments, Asia Situation Part 7
In this War Note we discuss the latest energy market price action and relentless headline with a potential 'Hormuz announcement' tomorrow afternoon, we…
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Weekly Macro Note: Assessing the TACO Magnitude, The Carry Trade, Asian Currency Update, & More
In the Weekly Macro Note - we assess the latest 'super-TACO', the Carry Trade, an Asian Currency Update, & much more.
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Redeye Macro Note: Supersized 'TACO' Returns, Macro Data Review, Weekend Geopolitical Events, Latest Oil and Gas Data + Technicals
In this Redeye Macro Note - we discuss the supersized TACO from this evening with Trump halting the Iran offensive, discuss the latest on the macro data…
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(Part 2 of 5) Midyear State of Data Centers and the AI Bubble Report - Pt. 2 Data Centers and Data Center Construction
In Part 2 of 5 of our Midyear State of Data Centers and the AI Bubble - we discuss the public equities side of the trade, the financing wobbles, are…
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Midweek Macro Note: The Dead Cat Dragon...?, a JPY Puck Save, BoJ Decision
In this Midweek Macro Note - we discuss the probabilities of a 'dead cat bounce' versus a 'dead cat dragon', look at the JPY puck save, the BoJ…
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War Note and FOMC Preview
In this War Note and FOMC preview - we discuss the latest Asian market action, highlight our FOMC preview and coin toss odds of the rate hike tomorrow…
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