Archive - MacroEdge

A New FOMC - What's the 'Real'ity?

In this Wednesday note - we cover the FOMC decision from today, discuss the implications of a Warsh Fed, and highlight oil inventories sitting at their…

8 hrs ago • MacroEdge

Weekly Macro Note: Where do we go from (MOU) here?, A Deeper Look at SpaceX

In this Weekly Macro Note - we discuss the MOU and wide gaps between both sides - take a deeper look at SpaceX, discuss energy prices and why the risk…

Jun 15 • MacroEdge

SpaceX IPO: A Sign of the 'Casino' Times, Oil Market Update

In this brief Macro Note - we discuss the SpaceX IPO being a sign of the 'casino' times, and provide an oil market update. Both Don & Six contribute.

Jun 12 • MacroEdge

Weekly Macro Note: Life in a Market Managed by the Minute - Is There Any 'Real' Economy Left?, Oh My Gold... Let's Freak Out Again...

In this Weekly Macro Note - we discuss life in a market managed by the minute, a potential end to the ceasefire between Israel & Iran, technicals…

Jun 8 • MacroEdge

Midweek Macro Note: A Preview of the Second Half, Energy Portfolio Strategy Update, the MOAB, NFP Preview, Portfolio Strategy Update

In the Midweek Macro Note - we discuss what's next for MacroEdge, highlight the latest for our Energy Portfolio Strategy, talk about 'the MOAB' in South…

Jun 5 • MacroEdge

Weekly Macro Note: Early Warning Signals, The Real Story for Oil, Shortages on the Horizon

In this Weekly Macro Note - we discuss early market warning signals in the technicals, take a look at the Global Bubble Index, highlight the real story…

Jun 1 • MacroEdge

May 2026

Weekly Macro Note: Oil Market Update - A 'WTF' Weekend, Ignoring Headlines, On the Ground Part 2.2

In this Weekly Macro Note - we provide an oil market update after the "WTF" weekend as it pertains to headlines and 'deals', we discuss why trusting the…

May 26 • MacroEdge

Midweek Macro Note: On the Ground Part 2.1 - Troubling Times in Ag, Fed Minutes Review, Portfolio Strategy Update and Commentary, Headline…

In this Midweek Macro Note - we discuss the headline volatility & why we should look beyond it to the fundamentals and technicals, discuss the Fed…

May 22

Weekly Macro Note: Rate Hike Analysis, Technical Overview... Ticking Risk Clock, Energy Portfolio Strategy Update, Portfolio Commentary, …

In this Weekly Macro Note - we discuss the potential for rate hike(s) this year, highlight the technical developments across US equities and commodities…

May 18 • MacroEdge

Midweek Macro Note: Walking the Tightrope, 'On the Ground' Pt. 2 - Preview, Technicals

In the Midweek Macro Note - we discuss how we're 'walking the tightrope' when it comes to the macro picture in things like inflation, preview Part 2 of…

May 15 • MacroEdge

'On the Ground' Research Part 1: Amarillo Ags

In Part 1 of our 'On the Ground' Research series - we embark on a journey to the High Plains for first-hand accounts of the on the ground situation in…

May 12 • MacroEdge

Weekly Macro Note: Notes from Amarillo, Another 'No Deal' Sunday, a Crude Update

In this brief Weekly Macro Note - we discuss our recent 'On the Ground' developments from the High Plains, talk about another 'No Deal' Sunday, and…

May 11 • MacroEdge

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