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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…
8 hrs ago
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MacroEdge
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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…
Aug 1
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MacroEdge
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July 2026
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…
Jul 31
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MacroEdge
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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…
Jul 29
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MacroEdge
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Weekly Macro Note: FOMC Week, Asia Bounce?, Takes Two to TACO, Crude Roadmap, & More
In this Weekly Macro Note - we take a look at the FOMC week ahead, look at Japan rate hike odds, discuss the possibility of a bounce rather than ATHs in…
Jul 27
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MacroEdge
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Redeye Macro Note: A Look at a Closed Hormuz & the Bab, Saturday TACOs - Will it Continue?
In this brief Redeye Macro Note - we discuss developments related to the Strait of Hormuz and Bab-el-Mandeb and highlight some of the Saturday 'TACOs…
Jul 26
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MacroEdge
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Midweek Macro Note: Latest Oil and Gas + War Updates, Asia Update Pt. 5, Bond Market Bonanza, Rate Hike Review, Portfolio Strategy Note
In this Midweek Macro Note we discuss the latest on the oil and gas markets, talk about the newest war updates, take a look at Asia markets in the Part…
Jul 24
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MacroEdge
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(Part 1 of 5) Midyear State of Data Centers and the AI Bubble Report - Pt. 1 Data Centers and Data Center Construction
In Part 1 of 5 of the Midyear State of Data Centers and the AI Bubble Report - we deep dive Data Centers and Data Center Construction in the first of a…
Jul 23
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MacroEdge
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War Note: The Latest on Hormuz, Geopolitical/Energy Updates, Record Complacency Means Binary Outcomes, Hoovernomics
In this 2nd edition of the resumed 'War Note' we take a look at the latest Strait of Hormuz data, provide a geopolitical & energy update, discuss record…
Jul 22
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MacroEdge
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Weekly Macro Note: Technicals and Market Structure Deep Dive, A Look at Oil and Gas, Portfolio Strategy Update, and More
In this Weekly Macro Note - we undergo a technicals and market structure deep dive - looking at domestic and international equity and commods markets…
Jul 20
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MacroEdge
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Redeye Macro Note: Reviewing the Weekly Close, Binary Market Outcomes for 2H 2026, Asian Review Pt. 4
In this Redeye Macro Note we discuss the weekly close, highlight the potential for binary market outcomes in the 2H of 2026, and take a (Part 4) look at…
Jul 18
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MacroEdge
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Midweek Macro Note: A Look at the Macro Data From the Week, An Analysis of Trump v Warsh (Project ZA v AR), Portfolio Strategy Note, and…
In the Midweek Macro Note we take a look at the macro data from the week, we analyze Trump v Warsh (Project ZA v AR), Six provides a portfolio strategy…
Jul 17
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MacroEdge
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